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 | $28,839 | $70,669-59.2% | $169,368-83.0% | $75,163-61.6% |
| Participation rate | 97.3% | 64.8%+32.5pp | 77.1%+20.2pp | 67.2%+30.1pp |
| Annual return | 18.52% | 36.36%-17.8pp | 405.60%-387.1pp | 160.62%-142.1pp |
| Employer contribution / active EE | $10,018 | $2,211+353.1% | $4,013+149.6% | $2,670+275.2% |
| Participant deferral / active EE | $1,185 | $4,311-72.5% | $6,221-80.9% | $4,125-71.3% |
| Admin fee / account holder | $1,257 | $5,402-76.7% | $9,003-86.0% | $5,651-77.8% |