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 | $32,143 | $102,604-68.7% | $86,188-62.7% | $139,434-76.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.19% | 1922.51%-1905.3pp | 1168.45%-1151.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $595 | $3,032-80.4% | $2,380-75.0% | $4,751-87.5% |
| Participant deferral / active EE | $974 | $4,676-79.2% | $3,985-75.6% | $6,710-85.5% |
| Admin fee / account holder | $532 | $8,657-93.8% | $6,852-92.2% | $11,403-95.3% |