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 | $26,171 | $100,852-74.0% | $90,404-71.1% | $158,922-83.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.91% | 1724.20%-1708.3pp | 1293.02%-1277.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $4,038 | $3,689+9.5% | $3,262+23.8% | $4,761-15.2% |
| Participant deferral / active EE | $443 | $4,348-89.8% | $3,963-88.8% | $5,982-92.6% |
| Admin fee / account holder | $543 | $6,501-91.7% | $5,611-90.3% | $11,246-95.2% |