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 | $46,786 | $59,101-20.8% | $77,163-39.4% | $75,163-37.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 16.02% | 26.71%-10.7pp | 37.87%-21.9pp | 160.62%-144.6pp |
| Employer contribution / active EE | $10,513 | $1,995+426.9% | $2,535+314.7% | $2,670+293.8% |
| Participant deferral / active EE | $975 | $2,999-67.5% | $3,833-74.6% | $4,125-76.4% |
| Admin fee / account holder | $7,596 | $4,774+59.1% | $5,472+38.8% | $5,651+34.4% |