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 | $72,620 | $89,355-18.7% | $141,162-48.6% | $72,985-0.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.03% | 111.85%-90.8pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $6,121 | $3,114+96.5% | $4,735+29.3% | $2,440+150.9% |
| Participant deferral / active EE | $1,441 | $5,418-73.4% | $6,709-78.5% | $3,607-60.1% |
| Admin fee / account holder | $3,004 | $5,958-49.6% | $10,261-70.7% | $5,124-41.4% |