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 | $25,579 | $57,065-55.2% | $75,670-66.2% | $70,131-63.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 13.23% | 23.57%-10.3pp | 27.34%-14.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $933 | $1,817-48.6% | $2,352-60.3% | $2,342-60.2% |
| Participant deferral / active EE | $939 | $2,580-63.6% | $3,142-70.1% | $3,332-71.8% |
| Admin fee / account holder | $985 | $3,825-74.2% | $5,800-83.0% | $4,645-78.8% |