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 | $24,524 | $64,307-61.9% | $57,343-57.2% | $125,391-80.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.37% | 25.12%-22.7pp | 24.39%-22.0pp | 282.22%-279.9pp |
| Employer contribution / active EE | $939 | $3,193-70.6% | $2,689-65.1% | $4,866-80.7% |
| Participant deferral / active EE | $650 | $3,848-83.1% | $3,162-79.4% | $5,352-87.8% |
| Admin fee / account holder | $3,073 | $5,242-41.4% | $3,356-8.4% | $9,540-67.8% |