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 | $52,822 | $102,604-48.5% | $86,188-38.7% | $139,434-62.1% |
| Participation rate | 76.9% | 74.5%+2.4pp | 69.0%+8.0pp | 80.3%-3.4pp |
| Annual return | 24.23% | 1922.51%-1898.3pp | 1168.45%-1144.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $504 | $4,676-89.2% | $3,985-87.4% | $6,710-92.5% |
| Admin fee / account holder | $18,081 | $8,657+108.9% | $6,852+163.9% | $11,403+58.6% |