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 | $37,993 | $106,890-64.5% | $84,015-54.8% | $152,861-75.1% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 15.00% | 104.99%-90.0pp | 71.31%-56.3pp | 345.32%-330.3pp |
| Employer contribution / active EE | $3,000 | $2,734+9.7% | $1,983+51.3% | $4,762-37.0% |
| Participant deferral / active EE | $940 | $4,011-76.6% | $3,239-71.0% | $5,850-83.9% |
| Admin fee / account holder | $448 | $8,285-94.6% | $6,101-92.7% | $11,596-96.1% |