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 | $36,709 | $83,337-56.0% | $67,834-45.9% | $273,961-86.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.56% | 259.45%-252.9pp | 138.47%-131.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $823 | $3,287-75.0% | $2,403-65.7% | $4,869-83.1% |
| Participant deferral / active EE | $300 | $4,088-92.7% | $3,160-90.5% | $5,287-94.3% |
| Admin fee / account holder | $471 | $6,752-93.0% | $4,622-89.8% | $10,132-95.3% |