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 | $41,019 | $84,696-51.6% | $75,696-45.8% | $167,490-75.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.27% | 199.36%-183.1pp | 104.53%-88.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,239 | $3,230-61.6% | $2,743-54.8% | $4,837-74.4% |
| Participant deferral / active EE | $773 | $4,580-83.1% | $3,821-79.8% | $6,341-87.8% |
| Admin fee / account holder | $2,011 | $5,355-62.5% | $3,619-44.4% | $12,309-83.7% |