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 | $39,745 | $100,852-60.6% | $90,404-56.0% | $158,922-75.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.79% | 1724.20%-1714.4pp | 1293.02%-1283.2pp | 302.83%-293.0pp |
| Employer contribution / active EE | $5,785 | $3,689+56.8% | $3,262+77.3% | $4,761+21.5% |
| Participant deferral / active EE | $381 | $4,348-91.2% | $3,963-90.4% | $5,982-93.6% |
| Admin fee / account holder | $2,509 | $6,501-61.4% | $5,611-55.3% | $11,246-77.7% |