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 | $41,511 | $58,208-28.7% | $81,812-49.3% | $80,856-48.7% |
| Participation rate | 96.2% | 63.4%+32.7pp | 72.3%+23.8pp | 67.6%+28.5pp |
| Annual return | 11.18% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,153 | $2,340+77.5% | $2,912+42.6% | $2,755+50.8% |
| Participant deferral / active EE | $433 | $3,281-86.8% | $4,319-90.0% | $4,296-89.9% |
| Admin fee / account holder | $16,306 | $4,981+227.3% | $7,386+120.8% | $6,918+135.7% |