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 | $42,206 | $176,812-76.1% | $146,665-71.2% | $167,490-74.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.52% | 24.03%-14.5pp | 22.74%-13.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $2,371 | $5,160-54.0% | $4,136-42.7% | $4,837-51.0% |
| Participant deferral / active EE | $1,502 | $6,440-76.7% | $5,506-72.7% | $6,341-76.3% |
| Admin fee / account holder | $29,204 | $13,259+120.3% | $10,280+184.1% | $12,309+137.3% |