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 | $114,478 | $116,175-1.5% | $93,606+22.3% | $152,861-25.1% |
| Participation rate | 90.9% | 78.0%+12.9pp | 75.8%+15.1pp | 82.4%+8.5pp |
| Annual return | 15.81% | 35.96%-20.2pp | 32.76%-16.9pp | 345.32%-329.5pp |
| Employer contribution / active EE | $9,091 | $3,218+182.5% | $2,718+234.5% | $4,762+90.9% |
| Participant deferral / active EE | $1,035 | $4,603-77.5% | $4,069-74.6% | $5,850-82.3% |
| Admin fee / account holder | $1,230 | $10,748-88.6% | $7,888-84.4% | $11,596-89.4% |