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 | $70,573 | $109,817-35.7% | $98,442-28.3% | $167,490-57.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.82% | 1956.69%-1943.9pp | 1492.73%-1479.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $625 | $3,224-80.6% | $2,960-78.9% | $4,837-87.1% |
| Participant deferral / active EE | $298 | $4,673-93.6% | $4,276-93.0% | $6,341-95.3% |
| Admin fee / account holder | $651 | $6,753-90.4% | $5,949-89.1% | $12,309-94.7% |