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 | $44,039 | $63,346-30.5% | $92,233-52.3% | $70,131-37.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.97% | 530.12%-512.1pp | 176.28%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,970 | $2,471-20.3% | $3,679-46.5% | $2,342-15.9% |
| Participant deferral / active EE | $493 | $2,854-82.7% | $3,897-87.4% | $3,332-85.2% |
| Admin fee / account holder | $2,483 | $3,840-35.3% | $5,194-52.2% | $4,645-46.5% |