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 | $37,074 | $87,841-57.8% | $133,980-72.3% | $62,891-41.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.16% | 12.05%-5.9pp | 29.30%-23.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,329 | $3,483-61.8% | $5,211-74.5% | $2,281-41.7% |
| Participant deferral / active EE | $1,046 | $4,812-78.3% | $6,282-83.3% | $3,203-67.3% |
| Admin fee / account holder | $490 | $5,371-90.9% | $9,324-94.7% | $4,296-88.6% |