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 | $15,486 | $110,809-86.0% | $86,874-82.2% | $167,490-90.8% |
| Participation rate | 93.3% | 75.8%+17.5pp | 71.6%+21.7pp | 82.1%+11.2pp |
| Annual return | 16.24% | 116.98%-100.7pp | 63.52%-47.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,026 | $3,244-6.7% | $2,495+21.3% | $4,837-37.4% |
| Participant deferral / active EE | $44 | $4,546-99.0% | $3,699-98.8% | $6,341-99.3% |
| Admin fee / account holder | $370 | $8,415-95.6% | $5,828-93.6% | $12,309-97.0% |