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 | $80,221 | $140,940-43.1% | $112,229-28.5% | $139,434-42.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.76% | 32.71%-21.9pp | 30.20%-19.4pp | 372.94%-362.2pp |
| Employer contribution / active EE | $886 | $4,283-79.3% | $3,430-74.2% | $4,751-81.4% |
| Participant deferral / active EE | $1,329 | $5,874-77.4% | $4,798-72.3% | $6,710-80.2% |
| Admin fee / account holder | $25,330 | $9,954+154.5% | $7,748+226.9% | $11,403+122.1% |