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 | $47,119 | $127,777-63.1% | $106,548-55.8% | $167,490-71.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 9.24% | 33.87%-24.6pp | 26.80%-17.6pp | 478.56%-469.3pp |
| Employer contribution / active EE | $4,490 | $3,427+31.0% | $2,819+59.3% | $4,837-7.2% |
| Participant deferral / active EE | $727 | $5,087-85.7% | $4,398-83.5% | $6,341-88.5% |
| Admin fee / account holder | $2,139 | $11,228-81.0% | $7,407-71.1% | $12,309-82.6% |