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 | $18,741 | $73,515-74.5% | $62,995-70.3% | $147,584-87.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.99% | 175.43%-162.4pp | 87.57%-74.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $962 | $3,320-71.0% | $2,759-65.1% | $4,876-80.3% |
| Participant deferral / active EE | $667 | $4,185-84.1% | $3,329-80.0% | $5,439-87.7% |
| Admin fee / account holder | $818 | $5,953-86.3% | $3,600-77.3% | $10,885-92.5% |