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 | $16,873 | $100,773-83.3% | $88,946-81.0% | $142,382-88.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.12% | 70.18%-56.1pp | 57.82%-43.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,000 | $2,918-65.7% | $2,555-60.9% | $4,299-76.7% |
| Participant deferral / active EE | $0 | $5,230-100.0% | $4,581-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,245 | $9,693-87.2% | $8,261-84.9% | $12,624-90.1% |