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 | $32,990 | $105,998-68.9% | $92,233-64.2% | $147,584-77.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.12% | 50.05%-35.9pp | 176.28%-162.2pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,528 | $4,333-64.7% | $3,679-58.5% | $4,876-68.7% |
| Participant deferral / active EE | $677 | $4,478-84.9% | $3,897-82.6% | $5,439-87.6% |
| Admin fee / account holder | $2,620 | $6,332-58.6% | $5,194-49.6% | $10,885-75.9% |