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 | $19,916 | $84,696-76.5% | $75,696-73.7% | $167,490-88.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.14% | 199.36%-187.2pp | 104.53%-92.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,758 | $3,230-45.6% | $2,743-35.9% | $4,837-63.7% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $3,821-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,584 | $5,355-70.4% | $3,619-56.2% | $12,309-87.1% |