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 | $33,216 | $84,696-60.8% | $75,696-56.1% | $167,490-80.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 25.71% | 199.36%-173.7pp | 104.53%-78.8pp | 478.56%-452.9pp |
| Employer contribution / active EE | $2,982 | $3,230-7.7% | $2,743+8.7% | $4,837-38.3% |
| Participant deferral / active EE | $850 | $4,580-81.4% | $3,821-77.8% | $6,341-86.6% |
| Admin fee / account holder | $470 | $5,355-91.2% | $3,619-87.0% | $12,309-96.2% |