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 | $43,438 | $209,411-79.3% | $178,490-75.7% | $158,922-72.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.90% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $7,750 | $5,706+35.8% | $5,011+54.7% | $4,761+62.8% |
| Participant deferral / active EE | $388 | $5,954-93.5% | $5,202-92.5% | $5,982-93.5% |
| Admin fee / account holder | $1,077 | $17,074-93.7% | $13,984-92.3% | $11,246-90.4% |