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 | $35,454 | $94,529-62.5% | $140,016-74.7% | $64,186-44.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 2.31% | 7.77%-5.5pp | 651.12%-648.8pp | 7.63%-5.3pp |
| Employer contribution / active EE | $1,653 | $3,812-56.6% | $5,606-70.5% | $2,381-30.6% |
| Participant deferral / active EE | $1,039 | $5,250-80.2% | $6,927-85.0% | $3,470-70.1% |
| Admin fee / account holder | $1,399 | $6,741-79.3% | $10,705-86.9% | $4,888-71.4% |