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 | $15,256 | $81,632-81.3% | $70,449-78.3% | $158,922-90.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.19% | 208.40%-195.2pp | 109.03%-95.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,921 | $3,217-40.3% | $2,737-29.8% | $4,761-59.6% |
| Participant deferral / active EE | $250 | $4,554-94.5% | $3,709-93.3% | $5,982-95.8% |
| Admin fee / account holder | $2,152 | $6,193-65.2% | $3,845-44.0% | $11,246-80.9% |