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 | $32,721 | $96,484-66.1% | $75,886-56.9% | $152,861-78.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 21.46% | 33.98%-12.5pp | 30.76%-9.3pp | 345.32%-323.9pp |
| Employer contribution / active EE | $983 | $3,309-70.3% | $2,500-60.7% | $4,762-79.4% |
| Participant deferral / active EE | $995 | $4,553-78.2% | $3,603-72.4% | $5,850-83.0% |
| Admin fee / account holder | $2,198 | $8,078-72.8% | $5,418-59.4% | $11,596-81.0% |