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 | $40,540 | $105,998-61.8% | $92,233-56.0% | $147,584-72.5% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 18.55% | 50.05%-31.5pp | 176.28%-157.7pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,202 | $4,333-49.2% | $3,679-40.2% | $4,876-54.9% |
| Participant deferral / active EE | $772 | $4,478-82.8% | $3,897-80.2% | $5,439-85.8% |
| Admin fee / account holder | $10,092 | $6,332+59.4% | $5,194+94.3% | $10,885-7.3% |