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 | $43,354 | $165,984-73.9% | $164,813-73.7% | $145,922-70.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.85% | 100.03%-91.2pp | 69.93%-61.1pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,972 | $5,273-62.6% | $4,341-54.6% | $4,660-57.7% |
| Participant deferral / active EE | $1,894 | $6,959-72.8% | $6,031-68.6% | $6,688-71.7% |
| Admin fee / account holder | $321 | $16,648-98.1% | $12,690-97.5% | $13,397-97.6% |