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 | $44,617 | $202,432-78.0% | $169,368-73.7% | $139,434-68.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.37% | 531.74%-517.4pp | 405.60%-391.2pp | 372.94%-358.6pp |
| Employer contribution / active EE | $896 | $4,692-80.9% | $4,013-77.7% | $4,751-81.1% |
| Participant deferral / active EE | $538 | $6,938-92.2% | $6,221-91.4% | $6,710-92.0% |
| Admin fee / account holder | $853 | $10,708-92.0% | $9,003-90.5% | $11,403-92.5% |