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 | $24,572 | $99,079-75.2% | $77,999-68.5% | $273,961-91.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.37% | 217.93%-211.6pp | 425.96%-419.6pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,042 | $3,308-68.5% | $2,470-57.8% | $4,869-78.6% |
| Participant deferral / active EE | $98 | $4,306-97.7% | $3,497-97.2% | $5,287-98.2% |
| Admin fee / account holder | $2,560 | $8,954-71.4% | $5,480-53.3% | $10,132-74.7% |