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 9-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 | $30,995 | $105,181-70.5% | $159,436-80.6% | $85,850-63.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.94% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,028 | $3,318-69.0% | $4,829-78.7% | $2,565-59.9% |
| Participant deferral / active EE | $1,335 | $5,945-77.5% | $7,352-81.8% | $3,952-66.2% |
| Admin fee / account holder | $1,450 | $6,933-79.1% | $10,799-86.6% | $6,260-76.8% |