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 | $11,600 | $46,553-75.1% | $64,056-81.9% | $75,163-84.6% |
| Participation rate | 95.8% | 65.9%+29.9pp | 72.3%+23.5pp | 67.2%+28.6pp |
| Annual return | 28.54% | 26.03%+2.5pp | 33.69%-5.1pp | 160.62%-132.1pp |
| Employer contribution / active EE | $1,576 | $1,974-20.2% | $2,747-42.6% | $2,670-41.0% |
| Participant deferral / active EE | $510 | $2,837-82.0% | $3,880-86.9% | $4,125-87.6% |
| Admin fee / account holder | $828 | $2,952-71.9% | $3,068-73.0% | $5,651-85.3% |