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 | $36,243 | $99,877-63.7% | $84,966-57.3% | $145,922-75.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.42% | 83.76%-66.3pp | 66.38%-49.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,571 | $3,231-20.4% | $2,727-5.7% | $4,660-44.8% |
| Participant deferral / active EE | $819 | $5,291-84.5% | $4,519-81.9% | $6,688-87.8% |
| Admin fee / account holder | $11,682 | $7,248+61.2% | $6,149+90.0% | $13,397-12.8% |