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 | $17,220 | $45,035-61.8% | $62,995-72.7% | $70,131-75.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.45% | 18.76%-7.3pp | 87.57%-76.1pp | 73.14%-61.7pp |
| Employer contribution / active EE | $676 | $2,051-67.1% | $2,759-75.5% | $2,342-71.2% |
| Participant deferral / active EE | $164 | $2,465-93.3% | $3,329-95.1% | $3,332-95.1% |
| Admin fee / account holder | $1,009 | $2,834-64.4% | $3,600-72.0% | $4,645-78.3% |