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 | $32,766 | $185,822-82.4% | $169,993-80.7% | $139,434-76.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.80% | 60.50%-42.7pp | 53.37%-35.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,451 | $7,590-67.7% | $6,785-63.9% | $4,751-48.4% |
| Participant deferral / active EE | $702 | $11,622-94.0% | $10,408-93.3% | $6,710-89.5% |
| Admin fee / account holder | $698 | $15,381-95.5% | $12,815-94.6% | $11,403-93.9% |