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 | $22,447 | $118,680-81.1% | $98,907-77.3% | $158,922-85.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.77% | 372.35%-359.6pp | 196.43%-183.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $4,013 | $3,333+20.4% | $2,689+49.2% | $4,761-15.7% |
| Participant deferral / active EE | $723 | $5,088-85.8% | $4,244-83.0% | $5,982-87.9% |
| Admin fee / account holder | $1,762 | $10,131-82.6% | $6,642-73.5% | $11,246-84.3% |