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 | $43,689 | $185,822-76.5% | $169,993-74.3% | $139,434-68.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.91% | 60.50%-48.6pp | 53.37%-41.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,953 | $7,590-74.3% | $6,785-71.2% | $4,751-58.9% |
| Participant deferral / active EE | $2,209 | $11,622-81.0% | $10,408-78.8% | $6,710-67.1% |
| Admin fee / account holder | $1,360 | $15,381-91.2% | $12,815-89.4% | $11,403-88.1% |