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 | $44,182 | $125,758-64.9% | $169,993-74.0% | $75,163-41.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.09% | 27.20%-13.1pp | 53.37%-39.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,706 | $4,615-63.0% | $6,785-74.9% | $2,670-36.1% |
| Participant deferral / active EE | $2,761 | $6,837-59.6% | $10,408-73.5% | $4,125-33.1% |
| Admin fee / account holder | $3,507 | $8,173-57.1% | $12,815-72.6% | $5,651-37.9% |