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 | $46,961 | $150,187-68.7% | $120,354-61.0% | $145,922-67.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.41% | 154.07%-138.7pp | 107.15%-91.7pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,265 | $4,348-47.9% | $3,463-34.6% | $4,660-51.4% |
| Participant deferral / active EE | $1,403 | $6,173-77.3% | $4,991-71.9% | $6,688-79.0% |
| Admin fee / account holder | $3,219 | $12,207-73.6% | $9,423-65.8% | $13,397-76.0% |