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 | $49,943 | $109,817-54.5% | $98,442-49.3% | $167,490-70.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 14.47% | 1956.69%-1942.2pp | 1492.73%-1478.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $835 | $3,224-74.1% | $2,960-71.8% | $4,837-82.7% |
| Participant deferral / active EE | $835 | $4,673-82.1% | $4,276-80.5% | $6,341-86.8% |
| Admin fee / account holder | $841 | $6,753-87.5% | $5,949-85.9% | $12,309-93.2% |