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 | $42,111 | $99,652-57.7% | $78,778-46.5% | $147,584-71.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.47% | 47.28%-33.8pp | 35.62%-22.1pp | 578.55%-565.1pp |
| Employer contribution / active EE | $12,750 | $2,796+356.1% | $1,986+542.1% | $4,876+161.5% |
| Participant deferral / active EE | $4 | $3,664-99.9% | $2,958-99.9% | $5,439-99.9% |
| Admin fee / account holder | $2,267 | $7,155-68.3% | $5,134-55.8% | $10,885-79.2% |