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 | $41,970 | $86,286-51.4% | $111,297-62.3% | $85,850-51.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.01% | 19.99%-8.0pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,692 | $2,043-17.2% | $2,731-38.0% | $2,565-34.0% |
| Participant deferral / active EE | $1,534 | $3,641-57.9% | $4,487-65.8% | $3,952-61.2% |
| Admin fee / account holder | $13,837 | $8,188+69.0% | $7,964+73.7% | $6,260+121.0% |