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 | $20,512 | $107,934-81.0% | $91,989-77.7% | $152,861-86.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 14.32% | 89.24%-74.9pp | 69.02%-54.7pp | 345.32%-331.0pp |
| Employer contribution / active EE | $2,491 | $4,210-40.8% | $3,452-27.8% | $4,762-47.7% |
| Participant deferral / active EE | $511 | $6,364-92.0% | $5,923-91.4% | $5,850-91.3% |
| Admin fee / account holder | $70,190 | $10,520+567.2% | $7,743+806.5% | $11,596+505.3% |