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 | $34,146 | $118,849-71.3% | $96,562-64.6% | $167,490-79.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 40.40% | 50.49%-10.1pp | 37.78%+2.6pp | 478.56%-438.2pp |
| Employer contribution / active EE | $1,401 | $3,120-55.1% | $2,356-40.5% | $4,837-71.0% |
| Participant deferral / active EE | $275 | $4,616-94.0% | $3,849-92.8% | $6,341-95.7% |
| Admin fee / account holder | $1,313 | $8,065-83.7% | $6,181-78.8% | $12,309-89.3% |