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 | $21,956 | $99,652-78.0% | $78,778-72.1% | $147,584-85.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 15.50% | 47.28%-31.8pp | 35.62%-20.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,268 | $2,796-54.7% | $1,986-36.2% | $4,876-74.0% |
| Participant deferral / active EE | $363 | $3,664-90.1% | $2,958-87.7% | $5,439-93.3% |
| Admin fee / account holder | $1,856 | $7,155-74.1% | $5,134-63.9% | $10,885-83.0% |