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 | $87,500 | $106,515-17.9% | $96,683-9.5% | $139,434-37.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 12.14% | 38.43%-26.3pp | 35.69%-23.6pp | 372.94%-360.8pp |
| Employer contribution / active EE | $2,048 | $4,103-50.1% | $3,737-45.2% | $4,751-56.9% |
| Participant deferral / active EE | $483 | $5,454-91.1% | $4,878-90.1% | $6,710-92.8% |
| Admin fee / account holder | $373 | $7,877-95.3% | $6,730-94.5% | $11,403-96.7% |