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 | $40,443 | $118,680-65.9% | $98,907-59.1% | $158,922-74.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.88% | 372.35%-355.5pp | 196.43%-179.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $5,852 | $3,333+75.6% | $2,689+117.6% | $4,761+22.9% |
| Participant deferral / active EE | $461 | $5,088-90.9% | $4,244-89.1% | $5,982-92.3% |
| Admin fee / account holder | $1,229 | $10,131-87.9% | $6,642-81.5% | $11,246-89.1% |