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 | $17,633 | $76,000-76.8% | $154,107-88.6% | $64,186-72.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 3.43% | 30.32%-26.9pp | 735.12%-731.7pp | 7.63%-4.2pp |
| Employer contribution / active EE | $827 | $3,351-75.3% | $5,298-84.4% | $2,381-65.2% |
| Participant deferral / active EE | $861 | $3,175-72.9% | $5,081-83.1% | $3,470-75.2% |
| Admin fee / account holder | $6,785 | $5,596+21.2% | $13,411-49.4% | $4,888+38.8% |