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 | $26,910 | $107,334-74.9% | $92,893-71.0% | $152,861-82.4% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.0%+18.7pp | 82.4%+12.3pp |
| Annual return | 18.64% | 145.58%-126.9pp | 109.41%-90.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $4,608 | $4,221+9.2% | $3,653+26.1% | $4,762-3.2% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $453 | $7,079-93.6% | $5,794-92.2% | $11,596-96.1% |