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 | $22,661 | $115,770-80.4% | $101,248-77.6% | $158,922-85.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.28% | 56.14%-45.9pp | 46.47%-36.2pp | 302.83%-292.5pp |
| Employer contribution / active EE | $945 | $4,175-77.4% | $3,660-74.2% | $4,761-80.2% |
| Participant deferral / active EE | $734 | $4,957-85.2% | $4,370-83.2% | $5,982-87.7% |
| Admin fee / account holder | $938 | $7,245-87.1% | $5,945-84.2% | $11,246-91.7% |