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 7-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 | $68,708 | $115,708-40.6% | $65,255+5.3% | $139,434-50.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 18.47% | 31.19%-12.7pp | 47.35%-28.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $16,500 | $2,599+534.8% | $1,691+875.6% | $4,751+247.3% |
| Participant deferral / active EE | $300 | $4,240-92.9% | $2,831-89.4% | $6,710-95.5% |
| Admin fee / account holder | $25,535 | $6,698+281.2% | $4,112+521.0% | $11,403+123.9% |