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 | $24,372 | $226,064-89.2% | $182,532-86.6% | $152,861-84.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 9.67% | 192.51%-182.8pp | 148.54%-138.9pp | 345.32%-335.6pp |
| Employer contribution / active EE | $1,864 | $4,978-62.6% | $4,076-54.3% | $4,762-60.9% |
| Participant deferral / active EE | $1,080 | $6,368-83.0% | $5,524-80.4% | $5,850-81.5% |
| Admin fee / account holder | $421 | $10,703-96.1% | $8,592-95.1% | $11,596-96.4% |