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 | $18,704 | $106,515-82.4% | $96,683-80.7% | $139,434-86.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.05% | 38.43%-27.4pp | 35.69%-24.6pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,254 | $4,103-69.4% | $3,737-66.4% | $4,751-73.6% |
| Participant deferral / active EE | $562 | $5,454-89.7% | $4,878-88.5% | $6,710-91.6% |
| Admin fee / account holder | $2,550 | $7,877-67.6% | $6,730-62.1% | $11,403-77.6% |