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 | $185,898 | $133,958+38.8% | $112,228+65.6% | $134,475+38.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.78% | 47.11%-64.9pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $6,062 | $4,038+50.1% | $3,635+66.8% | $4,740+27.9% |
| Participant deferral / active EE | $1,369 | $5,291-74.1% | $4,728-71.0% | $6,400-78.6% |
| Admin fee / account holder | $1,603 | $7,489-78.6% | $6,410-75.0% | $11,426-86.0% |