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 | $68,665 | $165,335-58.5% | $149,696-54.1% | $158,922-56.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.00% | 348.15%-332.1pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,885 | $5,103-63.1% | $4,644-59.4% | $4,761-60.4% |
| Participant deferral / active EE | $620 | $7,181-91.4% | $6,842-90.9% | $5,982-89.6% |
| Admin fee / account holder | $18,667 | $10,807+72.7% | $9,309+100.5% | $11,246+66.0% |