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 | $27,420 | $97,125-71.8% | $86,233-68.2% | $137,256-80.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.78% | 74.19%-59.4pp | 61.39%-46.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $5,575 | $2,841+96.2% | $2,504+122.6% | $4,156+34.1% |
| Participant deferral / active EE | $738 | $5,180-85.8% | $4,559-83.8% | $6,407-88.5% |
| Admin fee / account holder | $519 | $9,725-94.7% | $8,342-93.8% | $12,270-95.8% |