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 | $40,570 | $112,881-64.1% | $90,951-55.4% | $158,922-74.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.15% | 215.79%-201.6pp | 134.60%-120.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $581 | $2,893-79.9% | $2,122-72.6% | $4,761-87.8% |
| Participant deferral / active EE | $600 | $4,128-85.5% | $3,373-82.2% | $5,982-90.0% |
| Admin fee / account holder | $907 | $8,041-88.7% | $5,959-84.8% | $11,246-91.9% |