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 | $40,328 | $63,346-36.3% | $92,233-56.3% | $70,131-42.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.45% | 530.12%-512.7pp | 176.28%-158.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,825 | $2,471+14.3% | $3,679-23.2% | $2,342+20.6% |
| Participant deferral / active EE | $1,095 | $2,854-61.6% | $3,897-71.9% | $3,332-67.1% |
| Admin fee / account holder | $2,059 | $3,840-46.4% | $5,194-60.4% | $4,645-55.7% |