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 | $28,894 | $77,314-62.6% | $177,989-83.8% | $80,856-64.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.89% | 18.09%-6.2pp | 294.48%-282.6pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,278 | $2,292-0.6% | $3,949-42.3% | $2,755-17.3% |
| Participant deferral / active EE | $1,264 | $4,411-71.4% | $6,276-79.9% | $4,296-70.6% |
| Admin fee / account holder | $800 | $7,191-88.9% | $10,363-92.3% | $6,918-88.4% |