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 | $75,980 | $150,187-49.4% | $120,354-36.9% | $145,922-47.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.66% | 154.07%-140.4pp | 107.15%-93.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,747 | $4,348-36.8% | $3,463-20.7% | $4,660-41.1% |
| Participant deferral / active EE | $586 | $6,173-90.5% | $4,991-88.3% | $6,688-91.2% |
| Admin fee / account holder | $430 | $12,207-96.5% | $9,423-95.4% | $13,397-96.8% |