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 | $38,981 | $115,770-66.3% | $101,248-61.5% | $158,922-75.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.19% | 56.14%-46.0pp | 46.47%-36.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $3,647 | $4,175-12.6% | $3,660-0.3% | $4,761-23.4% |
| Participant deferral / active EE | $955 | $4,957-80.7% | $4,370-78.2% | $5,982-84.0% |
| Admin fee / account holder | $2,029 | $7,245-72.0% | $5,945-65.9% | $11,246-82.0% |