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 | $62,220 | $99,079-37.2% | $77,999-20.2% | $273,961-77.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.46% | 217.93%-210.5pp | 425.96%-418.5pp | 41.45%-34.0pp |
| Employer contribution / active EE | $875 | $3,308-73.5% | $2,470-64.6% | $4,869-82.0% |
| Participant deferral / active EE | $900 | $4,306-79.1% | $3,497-74.3% | $5,287-83.0% |
| Admin fee / account holder | $301 | $8,954-96.6% | $5,480-94.5% | $10,132-97.0% |