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 | $27,235 | $124,281-78.1% | $109,143-75.0% | $167,490-83.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.66% | 26.04%-9.4pp | 25.75%-9.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $870 | $4,207-79.3% | $3,722-76.6% | $4,837-82.0% |
| Participant deferral / active EE | $703 | $5,255-86.6% | $4,653-84.9% | $6,341-88.9% |
| Admin fee / account holder | $2,123 | $7,970-73.4% | $6,752-68.6% | $12,309-82.7% |