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 | $35,683 | $102,966-65.3% | $90,281-60.5% | $152,861-76.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.13% | 95.16%-77.0pp | 78.10%-60.0pp | 345.32%-327.2pp |
| Employer contribution / active EE | $667 | $3,139-78.8% | $2,854-76.6% | $4,762-86.0% |
| Participant deferral / active EE | $276 | $4,281-93.6% | $3,885-92.9% | $5,850-95.3% |
| Admin fee / account holder | $728 | $6,171-88.2% | $5,351-86.4% | $11,596-93.7% |