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 | $27,685 | $155,788-82.2% | $124,672-77.8% | $167,490-83.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.53% | 17.97%-5.4pp | 5142.93%-5130.4pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,254 | $4,163-69.9% | $3,324-62.3% | $4,837-74.1% |
| Participant deferral / active EE | $1,283 | $5,673-77.4% | $4,614-72.2% | $6,341-79.8% |
| Admin fee / account holder | $539 | $9,531-94.3% | $7,493-92.8% | $12,309-95.6% |