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 | $24,906 | $118,450-79.0% | $98,439-74.7% | $139,434-82.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 31.96% | 18.94%+13.0pp | 21.16%+10.8pp | 372.94%-341.0pp |
| Employer contribution / active EE | $1,370 | $3,609-62.0% | $3,048-55.0% | $4,751-71.2% |
| Participant deferral / active EE | $1,260 | $5,392-76.6% | $4,738-73.4% | $6,710-81.2% |
| Admin fee / account holder | $18,200 | $14,026+29.8% | $8,948+103.4% | $11,403+59.6% |