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 | $29,527 | $118,849-75.2% | $96,562-69.4% | $167,490-82.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.72% | 50.49%-39.8pp | 37.78%-27.1pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,500 | $3,120-19.9% | $2,356+6.1% | $4,837-48.3% |
| Participant deferral / active EE | $330 | $4,616-92.8% | $3,849-91.4% | $6,341-94.8% |
| Admin fee / account holder | $1,893 | $8,065-76.5% | $6,181-69.4% | $12,309-84.6% |