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 | $29,018 | $115,882-75.0% | $100,516-71.1% | $158,922-81.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.25% | 34.79%-21.5pp | 30.89%-17.6pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,236 | $4,103-45.5% | $3,418-34.6% | $4,761-53.0% |
| Participant deferral / active EE | $1,654 | $6,674-75.2% | $6,270-73.6% | $5,982-72.3% |
| Admin fee / account holder | $3,649 | $10,995-66.8% | $8,081-54.8% | $11,246-67.6% |