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 | $18,883 | $48,076-60.7% | $78,689-76.0% | $62,891-70.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.40% | 31.35%-22.0pp | 62.18%-52.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $623 | $2,015-69.1% | $2,851-78.1% | $2,281-72.7% |
| Participant deferral / active EE | $644 | $2,588-75.1% | $3,517-81.7% | $3,203-79.9% |
| Admin fee / account holder | $786 | $3,207-75.5% | $4,510-82.6% | $4,296-81.7% |