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 7-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 | $16,360 | $106,584-84.7% | $101,326-83.9% | $142,382-88.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.03% | 36.93%-16.9pp | 36.82%-16.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $382 | $3,956-90.3% | $3,665-89.6% | $4,299-91.1% |
| Participant deferral / active EE | $1,456 | $8,297-82.4% | $7,994-81.8% | $6,507-77.6% |
| Admin fee / account holder | $541 | $11,446-95.3% | $11,185-95.2% | $12,624-95.7% |