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 | $32,888 | $118,450-72.2% | $98,439-66.6% | $139,434-76.4% |
| Participation rate | 92.3% | 77.4%+14.9pp | 75.2%+17.1pp | 80.3%+12.0pp |
| Annual return | 17.16% | 18.94%-1.8pp | 21.16%-4.0pp | 372.94%-355.8pp |
| Employer contribution / active EE | $6,080 | $3,609+68.5% | $3,048+99.5% | $4,751+28.0% |
| Participant deferral / active EE | $15 | $5,392-99.7% | $4,738-99.7% | $6,710-99.8% |
| Admin fee / account holder | $4,079 | $14,026-70.9% | $8,948-54.4% | $11,403-64.2% |