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 | $48,944 | $198,466-75.3% | $170,442-71.3% | $147,584-66.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.27% | 257.29%-237.0pp | 205.93%-185.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,429 | $6,184-60.7% | $5,433-55.3% | $4,876-50.2% |
| Participant deferral / active EE | $1,327 | $5,629-76.4% | $4,939-73.1% | $5,439-75.6% |
| Admin fee / account holder | $892 | $16,852-94.7% | $13,880-93.6% | $10,885-91.8% |