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 | $37,395 | $121,625-69.3% | $104,607-64.3% | $158,922-76.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 6.04% | 465.26%-459.2pp | 340.46%-334.4pp | 302.83%-296.8pp |
| Employer contribution / active EE | $228 | $3,163-92.8% | $2,681-91.5% | $4,761-95.2% |
| Participant deferral / active EE | $490 | $4,177-88.3% | $3,740-86.9% | $5,982-91.8% |
| Admin fee / account holder | $818 | $7,787-89.5% | $6,473-87.4% | $11,246-92.7% |