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 | $63,049 | $104,907-39.9% | $84,611-25.5% | $152,861-58.8% |
| Participation rate | 95.5% | 74.8%+20.6pp | 68.2%+27.2pp | 82.4%+13.0pp |
| Annual return | 17.66% | 373.79%-356.1pp | 258.74%-241.1pp | 345.32%-327.7pp |
| Employer contribution / active EE | $4,187 | $3,302+26.8% | $2,652+57.9% | $4,762-12.1% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $4,162 | $6,241-33.3% | $4,912-15.3% | $11,596-64.1% |