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 | $18,848 | $81,632-76.9% | $70,449-73.2% | $158,922-88.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 5.81% | 208.40%-202.6pp | 109.03%-103.2pp | 302.83%-297.0pp |
| Employer contribution / active EE | $1,175 | $3,217-63.5% | $2,737-57.1% | $4,761-75.3% |
| Participant deferral / active EE | $861 | $4,554-81.1% | $3,709-76.8% | $5,982-85.6% |
| Admin fee / account holder | $841 | $6,193-86.4% | $3,845-78.1% | $11,246-92.5% |