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 4-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 | $26,294 | $112,729-76.7% | $98,716-73.4% | $137,256-80.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.94% | 38.48%-14.5pp | 31.81%-7.9pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,238 | $2,725-54.6% | $2,279-45.7% | $4,156-70.2% |
| Participant deferral / active EE | $650 | $4,640-86.0% | $4,048-83.9% | $6,407-89.9% |
| Admin fee / account holder | $443 | $10,129-95.6% | $8,703-94.9% | $12,270-96.4% |