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 | $27,918 | $132,239-78.9% | $105,722-73.6% | $273,961-89.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.29% | 10.07%-4.8pp | 12.25%-7.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,692 | $4,867-44.7% | $4,079-34.0% | $4,869-44.7% |
| Participant deferral / active EE | $861 | $6,233-86.2% | $5,326-83.8% | $5,287-83.7% |
| Admin fee / account holder | $530 | $12,032-95.6% | $8,308-93.6% | $10,132-94.8% |