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 | $13,552 | $45,035-69.9% | $62,995-78.5% | $70,131-80.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.80% | 18.76%-7.0pp | 87.57%-75.8pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,456 | $2,051-29.0% | $2,759-47.2% | $2,342-37.9% |
| Participant deferral / active EE | $485 | $2,465-80.3% | $3,329-85.4% | $3,332-85.4% |
| Admin fee / account holder | $1,092 | $2,834-61.5% | $3,600-69.7% | $4,645-76.5% |