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 | $12,326 | $73,515-83.2% | $62,995-80.4% | $147,584-91.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.15% | 175.43%-163.3pp | 87.57%-75.4pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,491 | $3,320-55.1% | $2,759-46.0% | $4,876-69.4% |
| Participant deferral / active EE | $138 | $4,185-96.7% | $3,329-95.9% | $5,439-97.5% |
| Admin fee / account holder | $705 | $5,953-88.2% | $3,600-80.4% | $10,885-93.5% |