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 | $84,204 | $99,985-15.8% | $146,665-42.6% | $85,850-1.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.48% | 18.93%-5.4pp | 22.74%-9.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $5,430 | $2,559+112.2% | $4,136+31.3% | $2,565+111.7% |
| Participant deferral / active EE | $842 | $4,006-79.0% | $5,506-84.7% | $3,952-78.7% |
| Admin fee / account holder | $541 | $7,702-93.0% | $10,280-94.7% | $6,260-91.4% |