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 | $17,139 | $73,515-76.7% | $62,995-72.8% | $147,584-88.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.83% | 175.43%-163.6pp | 87.57%-75.7pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,071 | $3,320-67.7% | $2,759-61.2% | $4,876-78.0% |
| Participant deferral / active EE | $439 | $4,185-89.5% | $3,329-86.8% | $5,439-91.9% |
| Admin fee / account holder | $1,559 | $5,953-73.8% | $3,600-56.7% | $10,885-85.7% |