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 | $28,180 | $103,376-72.7% | $87,100-67.6% | $152,861-81.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 10.70% | 28.10%-17.4pp | 28.19%-17.5pp | 345.32%-334.6pp |
| Employer contribution / active EE | $10,904 | $3,220+238.6% | $2,521+332.5% | $4,762+129.0% |
| Participant deferral / active EE | $530 | $4,778-88.9% | $4,049-86.9% | $5,850-90.9% |
| Admin fee / account holder | $2,417 | $12,205-80.2% | $7,497-67.8% | $11,596-79.2% |