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 5-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 | $16,345 | $107,452-84.8% | $91,541-82.1% | $142,382-88.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 44.45% | 22.06%+22.4pp | 20.50%+23.9pp | 217.08%-172.6pp |
| Employer contribution / active EE | $1,129 | $2,994-62.3% | $2,505-54.9% | $4,299-73.7% |
| Participant deferral / active EE | $394 | $4,754-91.7% | $4,008-90.2% | $6,507-93.9% |
| Admin fee / account holder | $3,925 | $8,834-55.6% | $6,956-43.6% | $12,624-68.9% |