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 | $24,473 | $77,899-68.6% | $149,673-83.6% | $75,163-67.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.99% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,211 | $3,137-61.4% | $4,818-74.9% | $2,670-54.6% |
| Participant deferral / active EE | $730 | $3,411-78.6% | $5,680-87.2% | $4,125-82.3% |
| Admin fee / account holder | $862 | $5,956-85.5% | $13,210-93.5% | $5,651-84.7% |