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 | $43,971 | $162,781-73.0% | $133,956-67.2% | $158,922-72.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.58% | 41.94%-32.4pp | 45.09%-35.5pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,049 | $4,975-58.8% | $3,919-47.7% | $4,761-57.0% |
| Participant deferral / active EE | $1,618 | $5,911-72.6% | $5,048-67.9% | $5,982-73.0% |
| Admin fee / account holder | $27,182 | $11,736+131.6% | $8,927+204.5% | $11,246+141.7% |