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 | $28,487 | $112,096-74.6% | $95,952-70.3% | $158,922-82.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.95% | 171.09%-151.1pp | 91.61%-71.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,235 | $3,198-61.4% | $2,541-51.4% | $4,761-74.1% |
| Participant deferral / active EE | $1,255 | $4,784-73.8% | $4,167-69.9% | $5,982-79.0% |
| Admin fee / account holder | $565 | $10,130-94.4% | $6,795-91.7% | $11,246-95.0% |