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 | $56,961 | $93,346-39.0% | $71,796-20.7% | $273,961-79.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 1.83% | 130.39%-128.6pp | 78.04%-76.2pp | 41.45%-39.6pp |
| Employer contribution / active EE | $1,788 | $2,733-34.6% | $1,924-7.1% | $4,869-63.3% |
| Participant deferral / active EE | $590 | $3,475-83.0% | $2,794-78.9% | $5,287-88.8% |
| Admin fee / account holder | $344 | $6,571-94.8% | $4,815-92.9% | $10,132-96.6% |