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 | $117,983-77.7% | $101,794-74.2% | $142,382-81.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 23.94% | 36.92%-13.0pp | 30.53%-6.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,238 | $2,773-55.4% | $2,289-45.9% | $4,299-71.2% |
| Participant deferral / active EE | $650 | $4,714-86.2% | $4,084-84.1% | $6,507-90.0% |
| Admin fee / account holder | $443 | $10,433-95.8% | $8,777-95.0% | $12,624-96.5% |