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 | $75,305 | $100,852-25.3% | $90,404-16.7% | $158,922-52.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.35% | 1724.20%-1713.9pp | 1293.02%-1282.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $3,000 | $3,689-18.7% | $3,262-8.0% | $4,761-37.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,496 | $6,501-77.0% | $5,611-73.3% | $11,246-86.7% |