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 | $36,831 | $102,966-64.2% | $90,281-59.2% | $152,861-75.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.25% | 95.16%-74.9pp | 78.10%-57.8pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,812 | $3,139-42.3% | $2,854-36.5% | $4,762-62.0% |
| Participant deferral / active EE | $78 | $4,281-98.2% | $3,885-98.0% | $5,850-98.7% |
| Admin fee / account holder | $2,396 | $6,171-61.2% | $5,351-55.2% | $11,596-79.3% |