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 | $46,315 | $81,632-43.3% | $70,449-34.3% | $158,922-70.9% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 16.26% | 208.40%-192.1pp | 109.03%-92.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $8,198 | $3,217+154.8% | $2,737+199.6% | $4,761+72.2% |
| Participant deferral / active EE | $270 | $4,554-94.1% | $3,709-92.7% | $5,982-95.5% |
| Admin fee / account holder | $6,684 | $6,193+7.9% | $3,845+73.8% | $11,246-40.6% |