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 | $36,572 | $84,936-56.9% | $111,297-67.1% | $79,386-53.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 14.61% | 17.45%-2.8pp | 54.65%-40.0pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,411 | $1,979-28.7% | $2,731-48.3% | $2,427-41.9% |
| Participant deferral / active EE | $1,746 | $3,888-55.1% | $4,487-61.1% | $4,046-56.8% |
| Admin fee / account holder | $4,222 | $537+686.0% | $7,964-47.0% | $626+574.0% |