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 | $20,417 | $72,177-71.7% | $115,037-82.3% | $59,632-65.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.70% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $1,184 | $2,841-58.3% | $4,608-74.3% | $2,203-46.2% |
| Participant deferral / active EE | $1,047 | $4,783-78.1% | $6,026-82.6% | $3,192-67.2% |
| Admin fee / account holder | $2,244 | $4,927-54.4% | $8,175-72.5% | $4,297-47.8% |