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 | $31,375 | $114,381-72.6% | $107,525-70.8% | $142,382-78.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.83% | 242.71%-230.9pp | 181.32%-169.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $916 | $4,015-77.2% | $3,754-75.6% | $4,299-78.7% |
| Participant deferral / active EE | $1,381 | $5,564-75.2% | $5,116-73.0% | $6,507-78.8% |
| Admin fee / account holder | $1,727 | $9,860-82.5% | $8,919-80.6% | $12,624-86.3% |