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 | $17,153 | $84,233-79.6% | $170,442-89.9% | $70,131-75.5% |
| Participation rate | 75.7% | 70.8%+4.8pp | 83.6%-7.9pp | 69.5%+6.1pp |
| Annual return | 17.59% | 23.06%-5.5pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,671 | $3,387-50.7% | $5,433-69.2% | $2,342-28.7% |
| Participant deferral / active EE | $600 | $3,086-80.5% | $4,939-87.8% | $3,332-82.0% |
| Admin fee / account holder | $615 | $5,698-89.2% | $13,880-95.6% | $4,645-86.8% |