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 | $83,804 | $63,861+31.2% | $104,607-19.9% | $79,858+4.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 11.78% | 21.30%-9.5pp | 340.46%-328.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $3,846 | $1,588+142.2% | $2,681+43.5% | $2,471+55.7% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,096 | $4,185-73.8% | $6,473-83.1% | $5,306-79.3% |