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 4-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 | $39,469 | $111,754-64.7% | $103,333-61.8% | $145,922-73.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 58.40% | 24.77%+33.6pp | 24.88%+33.5pp | 561.29%-502.9pp |
| Employer contribution / active EE | $1,799 | $4,212-57.3% | $3,868-53.5% | $4,660-61.4% |
| Participant deferral / active EE | $892 | $5,619-84.1% | $5,057-82.4% | $6,688-86.7% |
| Admin fee / account holder | $1,033 | $9,750-89.4% | $8,355-87.6% | $13,397-92.3% |