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 | $182,066 | $78,672+131.4% | $109,143+66.8% | $85,850+112.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.33% | 25.09%-11.8pp | 25.75%-12.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $18,063 | $2,735+560.5% | $3,722+385.3% | $2,565+604.2% |
| Participant deferral / active EE | $1,250 | $3,467-64.0% | $4,653-73.1% | $3,952-68.4% |
| Admin fee / account holder | $1,927 | $5,469-64.8% | $6,752-71.5% | $6,260-69.2% |