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 | $13,309 | $105,931-87.4% | $81,930-83.8% | $158,922-91.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.02% | 38.17%-25.2pp | 29.49%-16.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,280 | $7,800-83.6% | $4,310-70.3% | $4,761-73.1% |
| Participant deferral / active EE | $67 | $13,003-99.5% | $7,107-99.1% | $5,982-98.9% |
| Admin fee / account holder | $7,540 | $8,489-11.2% | $5,158+46.2% | $11,246-33.0% |