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 6-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 | $42,581 | $118,849-64.2% | $96,562-55.9% | $167,490-74.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.62% | 50.49%-38.9pp | 37.78%-26.2pp | 478.56%-466.9pp |
| Employer contribution / active EE | $4,060 | $3,120+30.2% | $2,356+72.3% | $4,837-16.1% |
| Participant deferral / active EE | $792 | $4,616-82.8% | $3,849-79.4% | $6,341-87.5% |
| Admin fee / account holder | $28,027 | $8,065+247.5% | $6,181+353.5% | $12,309+127.7% |