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 | $21,935 | $76,000-71.1% | $154,107-85.8% | $64,186-65.8% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | 7.34% | 30.32%-23.0pp | 735.12%-727.8pp | 7.63%-0.3pp |
| Employer contribution / active EE | $1,736 | $3,351-48.2% | $5,298-67.2% | $2,381-27.1% |
| Participant deferral / active EE | $860 | $3,175-72.9% | $5,081-83.1% | $3,470-75.2% |
| Admin fee / account holder | $324 | $5,596-94.2% | $13,411-97.6% | $4,888-93.4% |