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 | $17,423 | $46,869-62.8% | $122,332-85.8% | $70,131-75.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.56% | 24.22%-9.7pp | 30.27%-15.7pp | 73.14%-58.6pp |
| Employer contribution / active EE | $691 | $1,288-46.4% | $4,050-82.9% | $2,342-70.5% |
| Participant deferral / active EE | $527 | $2,166-75.7% | $3,287-84.0% | $3,332-84.2% |
| Admin fee / account holder | $2,456 | $3,322-26.1% | $5,478-55.2% | $4,645-47.1% |