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 | $20,805 | $102,966-79.8% | $90,281-77.0% | $152,861-86.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.46% | 95.16%-71.7pp | 78.10%-54.6pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,014 | $3,139-35.8% | $2,854-29.4% | $4,762-57.7% |
| Participant deferral / active EE | $612 | $4,281-85.7% | $3,885-84.3% | $5,850-89.5% |
| Admin fee / account holder | $352 | $6,171-94.3% | $5,351-93.4% | $11,596-97.0% |