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 | $68,346 | $118,680-42.4% | $98,907-30.9% | $158,922-57.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.93% | 372.35%-358.4pp | 196.43%-182.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $6,996 | $3,333+109.9% | $2,689+160.2% | $4,761+46.9% |
| Participant deferral / active EE | $535 | $5,088-89.5% | $4,244-87.4% | $5,982-91.1% |
| Admin fee / account holder | $10,702 | $10,131+5.6% | $6,642+61.1% | $11,246-4.8% |