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 | $26,321 | $105,931-75.2% | $81,930-67.9% | $158,922-83.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.52% | 38.17%-24.7pp | 29.49%-16.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $4,473 | $7,800-42.6% | $4,310+3.8% | $4,761-6.0% |
| Participant deferral / active EE | $667 | $13,003-94.9% | $7,107-90.6% | $5,982-88.9% |
| Admin fee / account holder | $304 | $8,489-96.4% | $5,158-94.1% | $11,246-97.3% |