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 | $14,869 | $84,233-82.3% | $170,442-91.3% | $70,131-78.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.54% | 23.06%-1.5pp | 205.93%-184.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $874 | $3,387-74.2% | $5,433-83.9% | $2,342-62.7% |
| Participant deferral / active EE | $400 | $3,086-87.0% | $4,939-91.9% | $3,332-88.0% |
| Admin fee / account holder | $511 | $5,698-91.0% | $13,880-96.3% | $4,645-89.0% |