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 | $32,255 | $180,028-82.1% | $138,135-76.6% | $158,922-79.7% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 8.22% | 21.68%-13.5pp | 20.51%-12.3pp | 302.83%-294.6pp |
| Employer contribution / active EE | $2,674 | $7,470-64.2% | $5,587-52.1% | $4,761-43.8% |
| Participant deferral / active EE | $1,007 | $7,717-87.0% | $6,431-84.3% | $5,982-83.2% |
| Admin fee / account holder | $13,876 | $17,912-22.5% | $11,856+17.0% | $11,246+23.4% |