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 | $50,350 | $102,966-51.1% | $90,281-44.2% | $152,861-67.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.24% | 95.16%-75.9pp | 78.10%-58.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $5,702 | $3,139+81.7% | $2,854+99.8% | $4,762+19.7% |
| Participant deferral / active EE | $367 | $4,281-91.4% | $3,885-90.6% | $5,850-93.7% |
| Admin fee / account holder | $46,977 | $6,171+661.3% | $5,351+777.9% | $11,596+305.1% |