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 | $56,666 | $112,096-49.4% | $95,952-40.9% | $158,922-64.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.24% | 171.09%-161.9pp | 91.61%-82.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $5,140 | $3,198+60.7% | $2,541+102.3% | $4,761+8.0% |
| Participant deferral / active EE | $1,243 | $4,784-74.0% | $4,167-70.2% | $5,982-79.2% |
| Admin fee / account holder | $7,471 | $10,130-26.2% | $6,795+9.9% | $11,246-33.6% |