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 | $40,856 | $77,419-47.2% | $69,455-41.2% | $152,861-73.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.10% | 39.06%-18.0pp | 28.97%-7.9pp | 345.32%-324.2pp |
| Employer contribution / active EE | $7,518 | $3,315+126.8% | $2,779+170.5% | $4,762+57.9% |
| Participant deferral / active EE | $658 | $4,414-85.1% | $3,535-81.4% | $5,850-88.7% |
| Admin fee / account holder | $798 | $6,207-87.1% | $3,839-79.2% | $11,596-93.1% |