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 | $38,438 | $104,251-63.1% | $91,001-57.8% | $147,584-74.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.44% | 27.06%-6.6pp | 4.60%+15.8pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,067 | $3,116-33.7% | $2,456-15.8% | $4,876-57.6% |
| Participant deferral / active EE | $330 | $4,195-92.1% | $3,547-90.7% | $5,439-93.9% |
| Admin fee / account holder | $1,199 | $8,948-86.6% | $5,417-77.9% | $10,885-89.0% |