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 | $31,834 | $185,822-82.9% | $169,993-81.3% | $139,434-77.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.99% | 60.50%-47.5pp | 53.37%-40.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,650 | $7,590-78.3% | $6,785-75.7% | $4,751-65.3% |
| Participant deferral / active EE | $382 | $11,622-96.7% | $10,408-96.3% | $6,710-94.3% |
| Admin fee / account holder | $2,463 | $15,381-84.0% | $12,815-80.8% | $11,403-78.4% |