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 | $22,033 | $105,998-79.2% | $92,233-76.1% | $147,584-85.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.19% | 50.05%-30.9pp | 176.28%-157.1pp | 578.55%-559.4pp |
| Employer contribution / active EE | $12,037 | $4,333+177.8% | $3,679+227.1% | $4,876+146.8% |
| Participant deferral / active EE | $969 | $4,478-78.4% | $3,897-75.1% | $5,439-82.2% |
| Admin fee / account holder | $621 | $6,332-90.2% | $5,194-88.0% | $10,885-94.3% |