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 | $28,576 | $167,484-82.9% | $151,611-81.2% | $134,475-78.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 3.77% | 7.80%-4.0pp | 3.33%+0.4pp | 417.96%-414.2pp |
| Employer contribution / active EE | $14,063 | $6,829+105.9% | $6,166+128.1% | $4,740+196.7% |
| Participant deferral / active EE | $930 | $8,986-89.7% | $8,363-88.9% | $6,400-85.5% |
| Admin fee / account holder | $5,192 | $13,783-62.3% | $11,616-55.3% | $11,426-54.6% |