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 | $18,024 | $43,723-58.8% | $121,196-85.1% | $64,186-71.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | 11.76% | 68.91%-57.2pp | 16.93%-5.2pp | 7.63%+4.1pp |
| Employer contribution / active EE | $3,068 | $1,296+136.7% | $4,022-23.7% | $2,381+28.9% |
| Participant deferral / active EE | $199 | $2,280-91.3% | $3,344-94.1% | $3,470-94.3% |
| Admin fee / account holder | $681 | $3,501-80.6% | $5,019-86.4% | $4,888-86.1% |