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 | $38,720 | $163,101-76.3% | $136,749-71.7% | $142,382-72.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.68% | 27.54%-15.9pp | 24.33%-12.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,571 | $4,117-61.8% | $3,400-53.8% | $4,299-63.5% |
| Participant deferral / active EE | $1,170 | $5,585-79.1% | $4,692-75.1% | $6,507-82.0% |
| Admin fee / account holder | $689 | $14,318-95.2% | $11,386-93.9% | $12,624-94.5% |