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 | $68,891 | $183,963-62.6% | $162,163-57.5% | $152,861-54.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.40% | 150.76%-132.4pp | 115.59%-97.2pp | 345.32%-326.9pp |
| Employer contribution / active EE | $4,412 | $6,371-30.7% | $5,614-21.4% | $4,762-7.4% |
| Participant deferral / active EE | $715 | $8,034-91.1% | $7,298-90.2% | $5,850-87.8% |
| Admin fee / account holder | $315 | $13,121-97.6% | $10,843-97.1% | $11,596-97.3% |