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 | $39,532 | $49,173-19.6% | $121,098-67.4% | $75,163-47.4% |
| Participation rate | 94.5% | 55.4%+39.1pp | 69.5%+25.0pp | 67.2%+27.3pp |
| Annual return | 14.14% | 55.99%-41.9pp | 985.75%-971.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $460 | $1,546-70.2% | $4,164-89.0% | $2,670-82.8% |
| Participant deferral / active EE | $705 | $2,628-73.2% | $4,080-82.7% | $4,125-82.9% |
| Admin fee / account holder | $828 | $3,942-79.0% | $5,644-85.3% | $5,651-85.4% |