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 | $40,227 | $79,944-49.7% | $98,439-59.1% | $75,163-46.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.61% | 19.75%-5.1pp | 21.16%-6.5pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,139 | $2,264-49.7% | $3,048-62.6% | $2,670-57.3% |
| Participant deferral / active EE | $871 | $3,752-76.8% | $4,738-81.6% | $4,125-78.9% |
| Admin fee / account holder | $529 | $6,840-92.3% | $8,948-94.1% | $5,651-90.6% |