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 | $29,394 | $81,632-64.0% | $70,449-58.3% | $158,922-81.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.33% | 208.40%-202.1pp | 109.03%-102.7pp | 302.83%-296.5pp |
| Employer contribution / active EE | $2,847 | $3,217-11.5% | $2,737+4.0% | $4,761-40.2% |
| Participant deferral / active EE | $521 | $4,554-88.5% | $3,709-85.9% | $5,982-91.3% |
| Admin fee / account holder | $789 | $6,193-87.3% | $3,845-79.5% | $11,246-93.0% |