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 | $13,025 | $105,126-87.6% | $94,646-86.2% | $139,434-90.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.17% | 38.03%-15.9pp | 156.71%-134.5pp | 372.94%-350.8pp |
| Employer contribution / active EE | $3,612 | $4,106-12.0% | $3,672-1.6% | $4,751-24.0% |
| Participant deferral / active EE | $1,124 | $7,599-85.2% | $7,418-84.9% | $6,710-83.3% |
| Admin fee / account holder | $1,286 | $8,984-85.7% | $7,231-82.2% | $11,403-88.7% |