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 | $19,047 | $96,484-80.3% | $75,886-74.9% | $152,861-87.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 19.57% | 33.98%-14.4pp | 30.76%-11.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $19,977 | $3,309+503.6% | $2,500+698.9% | $4,762+319.5% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $4,461 | $8,078-44.8% | $5,418-17.7% | $11,596-61.5% |