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 | $74,853 | $99,652-24.9% | $78,778-5.0% | $147,584-49.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.18% | 47.28%-30.1pp | 35.62%-18.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,367 | $2,796-51.1% | $1,986-31.2% | $4,876-72.0% |
| Participant deferral / active EE | $591 | $3,664-83.9% | $2,958-80.0% | $5,439-89.1% |
| Admin fee / account holder | $2,562 | $7,155-64.2% | $5,134-50.1% | $10,885-76.5% |