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 | $21,814 | $100,773-78.4% | $88,946-75.5% | $142,382-84.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.48% | 70.18%-58.7pp | 57.82%-46.3pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,401 | $2,918-17.7% | $2,555-6.0% | $4,299-44.2% |
| Participant deferral / active EE | $858 | $5,230-83.6% | $4,581-81.3% | $6,507-86.8% |
| Admin fee / account holder | $5,862 | $9,693-39.5% | $8,261-29.0% | $12,624-53.6% |