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 | $122,600 | $73,515+66.8% | $62,995+94.6% | $147,584-16.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.83% | 175.43%-163.6pp | 87.57%-75.7pp | 578.55%-566.7pp |
| Employer contribution / active EE | $8,978 | $3,320+170.4% | $2,759+225.4% | $4,876+84.1% |
| Participant deferral / active EE | $278 | $4,185-93.3% | $3,329-91.6% | $5,439-94.9% |
| Admin fee / account holder | $2,367 | $5,953-60.2% | $3,600-34.3% | $10,885-78.3% |