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 | $59,739 | $80,968-26.2% | $96,544-38.1% | $75,163-20.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.03% | 27.06%-14.0pp | 25.84%-12.8pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,032 | $2,282-54.8% | $2,965-65.2% | $2,670-61.3% |
| Participant deferral / active EE | $1,369 | $3,928-65.2% | $4,851-71.8% | $4,125-66.8% |
| Admin fee / account holder | $12,863 | $6,724+91.3% | $8,252+55.9% | $5,651+127.6% |