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 | $24,003 | $138,065-82.6% | $123,544-80.6% | $135,375-82.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 2.81% | 153.68%-150.9pp | 119.20%-116.4pp | 519.73%-516.9pp |
| Employer contribution / active EE | $1,040 | $5,151-79.8% | $4,628-77.5% | $4,779-78.2% |
| Participant deferral / active EE | $1,300 | $6,799-80.9% | $6,426-79.8% | $5,609-76.8% |
| Admin fee / account holder | $30,000 | $10,916+174.8% | $9,284+223.1% | $10,827+177.1% |