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 | $25,253 | $90,600-72.1% | $79,464-68.2% | $135,375-81.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 20.16% | 977.43%-957.3pp | 718.14%-698.0pp | 519.73%-499.6pp |
| Employer contribution / active EE | $1,175 | $3,068-61.7% | $2,800-58.0% | $4,779-75.4% |
| Participant deferral / active EE | $290 | $4,050-92.9% | $3,704-92.2% | $5,609-94.8% |
| Admin fee / account holder | $1,501 | $5,907-74.6% | $5,113-70.6% | $10,827-86.1% |