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 | $86,438 | $144,119-40.0% | $117,854-26.7% | $147,584-41.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.81% | 531.15%-515.3pp | 335.08%-319.3pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,891 | $4,896-61.4% | $3,786-50.1% | $4,876-61.2% |
| Participant deferral / active EE | $1,361 | $5,316-74.4% | $4,482-69.6% | $5,439-75.0% |
| Admin fee / account holder | $342 | $10,886-96.9% | $8,020-95.7% | $10,885-96.9% |