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 | $42,271 | $160,055-73.6% | $140,016-69.8% | $135,375-68.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.51% | 911.38%-907.9pp | 651.12%-647.6pp | 519.73%-516.2pp |
| Employer contribution / active EE | $3,564 | $6,420-44.5% | $5,606-36.4% | $4,779-25.4% |
| Participant deferral / active EE | $1,254 | $7,642-83.6% | $6,927-81.9% | $5,609-77.6% |
| Admin fee / account holder | $1,784 | $13,328-86.6% | $10,705-83.3% | $10,827-83.5% |