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 | $47,344 | $118,849-60.2% | $96,562-51.0% | $167,490-71.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.97% | 50.49%-40.5pp | 37.78%-27.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $1,819 | $3,120-41.7% | $2,356-22.8% | $4,837-62.4% |
| Participant deferral / active EE | $800 | $4,616-82.7% | $3,849-79.2% | $6,341-87.4% |
| Admin fee / account holder | $77,823 | $8,065+864.9% | $6,181+1159.1% | $12,309+532.2% |