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 9-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 | $66,536 | $115,770-42.5% | $101,248-34.3% | $158,922-58.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.40% | 56.14%-47.7pp | 46.47%-38.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,610 | $4,175-37.5% | $3,660-28.7% | $4,761-45.2% |
| Participant deferral / active EE | $375 | $4,957-92.4% | $4,370-91.4% | $5,982-93.7% |
| Admin fee / account holder | $12,855 | $7,245+77.4% | $5,945+116.2% | $11,246+14.3% |