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 | $42,157 | $202,432-79.2% | $169,368-75.1% | $139,434-69.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.04% | 531.74%-517.7pp | 405.60%-391.6pp | 372.94%-358.9pp |
| Employer contribution / active EE | $5,000 | $4,692+6.6% | $4,013+24.6% | $4,751+5.2% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,940 | $10,708-81.9% | $9,003-78.4% | $11,403-83.0% |