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 7-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 | $41,755 | $98,750-57.7% | $149,696-72.1% | $79,858-47.7% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.5%+12.1pp | 69.6%+24.9pp |
| Annual return | 35.62% | 27.43%+8.2pp | 276.60%-241.0pp | 31.71%+3.9pp |
| Employer contribution / active EE | $1,590 | $3,216-50.6% | $4,644-65.8% | $2,471-35.7% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $790 | $6,053-86.9% | $9,309-91.5% | $5,306-85.1% |