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 | $35,967 | $54,541-34.1% | $78,778-54.3% | $70,131-48.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.63% | 21.07%-8.4pp | 35.62%-23.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,978 | $1,089+81.7% | $1,986-0.4% | $2,342-15.6% |
| Participant deferral / active EE | $748 | $2,210-66.1% | $2,958-74.7% | $3,332-77.5% |
| Admin fee / account holder | $3,102 | $3,709-16.4% | $5,134-39.6% | $4,645-33.2% |