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 | $29,665 | $109,904-73.0% | $97,167-69.5% | $145,959-79.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.68% | 243.43%-232.7pp | 75.27%-64.6pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,000 | $3,084-67.6% | $2,729-63.4% | $4,661-78.5% |
| Participant deferral / active EE | $300 | $4,676-93.6% | $4,264-93.0% | $6,689-95.5% |
| Admin fee / account holder | $764 | $6,216-87.7% | $5,650-86.5% | $13,398-94.3% |