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 | $22,795 | $73,515-69.0% | $62,995-63.8% | $147,584-84.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.78% | 175.43%-160.7pp | 87.57%-72.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $712 | $3,320-78.5% | $2,759-74.2% | $4,876-85.4% |
| Participant deferral / active EE | $205 | $4,185-95.1% | $3,329-93.8% | $5,439-96.2% |
| Admin fee / account holder | $2,150 | $5,953-63.9% | $3,600-40.3% | $10,885-80.3% |