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 | $30,380 | $54,762-44.5% | $90,281-66.3% | $72,985-58.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.04% | 30.63%-9.6pp | 78.10%-57.1pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,448 | $2,092+17.0% | $2,854-14.2% | $2,440+0.4% |
| Participant deferral / active EE | $300 | $2,887-89.6% | $3,885-92.3% | $3,607-91.7% |
| Admin fee / account holder | $2,217 | $3,972-44.2% | $5,351-58.6% | $5,124-56.7% |