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 | $30,593 | $167,484-81.7% | $151,611-79.8% | $134,475-77.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.62% | 7.80%-18.4pp | 3.33%-14.0pp | 417.96%-428.6pp |
| Employer contribution / active EE | $3,846 | $6,829-43.7% | $6,166-37.6% | $4,740-18.9% |
| Participant deferral / active EE | $1,734 | $8,986-80.7% | $8,363-79.3% | $6,400-72.9% |
| Admin fee / account holder | $1,210 | $13,783-91.2% | $11,616-89.6% | $11,426-89.4% |