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 | $22,598 | $102,966-78.1% | $90,281-75.0% | $152,861-85.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.11% | 95.16%-81.1pp | 78.10%-64.0pp | 345.32%-331.2pp |
| Employer contribution / active EE | $2,759 | $3,139-12.1% | $2,854-3.3% | $4,762-42.1% |
| Participant deferral / active EE | $140 | $4,281-96.7% | $3,885-96.4% | $5,850-97.6% |
| Admin fee / account holder | $3,055 | $6,171-50.5% | $5,351-42.9% | $11,596-73.7% |