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 | $70,042 | $107,934-35.1% | $91,989-23.9% | $152,861-54.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 15.82% | 89.24%-73.4pp | 69.02%-53.2pp | 345.32%-329.5pp |
| Employer contribution / active EE | $1,564 | $4,210-62.8% | $3,452-54.7% | $4,762-67.2% |
| Participant deferral / active EE | $947 | $6,364-85.1% | $5,923-84.0% | $5,850-83.8% |
| Admin fee / account holder | $2,273 | $10,520-78.4% | $7,743-70.6% | $11,596-80.4% |