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 | $19,391 | $63,861-69.6% | $104,607-81.5% | $79,858-75.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 13.20% | 21.30%-8.1pp | 340.46%-327.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,440 | $1,588-9.4% | $2,681-46.3% | $2,471-41.7% |
| Participant deferral / active EE | $166 | $2,693-93.8% | $3,740-95.6% | $3,740-95.6% |
| Admin fee / account holder | $1,391 | $4,185-66.8% | $6,473-78.5% | $5,306-73.8% |