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 | $23,055 | $89,753-74.3% | $107,525-78.6% | $84,808-72.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.44% | 29.48%-11.0pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,785 | $3,113-10.5% | $3,754-25.8% | $2,631+5.9% |
| Participant deferral / active EE | $1,531 | $4,056-62.3% | $5,116-70.1% | $4,212-63.6% |
| Admin fee / account holder | $1,181 | $7,222-83.6% | $8,919-86.8% | $7,344-83.9% |