See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,906 | $93,571-69.1% | $135,903-78.7% | $75,163-61.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.76% | 30.90%-10.1pp | 68.23%-47.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,078 | $3,537-69.5% | $4,856-77.8% | $2,670-59.6% |
| Participant deferral / active EE | $1,380 | $6,404-78.4% | $7,758-82.2% | $4,125-66.5% |
| Admin fee / account holder | $745 | $6,975-89.3% | $10,762-93.1% | $5,651-86.8% |