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 | $58,501 | $115,770-49.5% | $101,248-42.2% | $158,922-63.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.89% | 56.14%-42.3pp | 46.47%-32.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $8,000 | $4,175+91.6% | $3,660+118.6% | $4,761+68.0% |
| Participant deferral / active EE | $675 | $4,957-86.4% | $4,370-84.6% | $5,982-88.7% |
| Admin fee / account holder | $769 | $7,245-89.4% | $5,945-87.1% | $11,246-93.2% |