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 | $50,429 | $115,770-56.4% | $101,248-50.2% | $158,922-68.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.98% | 56.14%-39.2pp | 46.47%-29.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $8,378 | $4,175+100.7% | $3,660+128.9% | $4,761+76.0% |
| Participant deferral / active EE | $1,182 | $4,957-76.2% | $4,370-73.0% | $5,982-80.2% |
| Admin fee / account holder | $545 | $7,245-92.5% | $5,945-90.8% | $11,246-95.2% |