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 | $31,220 | $72,404-56.9% | $110,238-71.7% | $64,186-51.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 5.95% | -6.29%+12.2pp | 314.74%-308.8pp | 7.63%-1.7pp |
| Employer contribution / active EE | $886 | $2,282-61.2% | $3,826-76.9% | $2,381-62.8% |
| Participant deferral / active EE | $1,298 | $3,469-62.6% | $4,672-72.2% | $3,470-62.6% |
| Admin fee / account holder | $502 | $5,664-91.1% | $8,547-94.1% | $4,888-89.7% |