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 | $21,798 | $53,127-59.0% | $86,590-74.8% | $70,131-68.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.36% | 27.66%-14.3pp | 964.84%-951.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $588 | $2,068-71.6% | $2,839-79.3% | $2,342-74.9% |
| Participant deferral / active EE | $620 | $2,696-77.0% | $3,609-82.8% | $3,332-81.4% |
| Admin fee / account holder | $851 | $3,585-76.3% | $4,906-82.7% | $4,645-81.7% |