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 | $26,274 | $118,849-77.9% | $96,562-72.8% | $167,490-84.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.86% | 50.49%-38.6pp | 37.78%-25.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $888 | $3,120-71.6% | $2,356-62.3% | $4,837-81.7% |
| Participant deferral / active EE | $610 | $4,616-86.8% | $3,849-84.2% | $6,341-90.4% |
| Admin fee / account holder | $479 | $8,065-94.1% | $6,181-92.2% | $12,309-96.1% |