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 | $78,031 | $105,931-26.3% | $81,930-4.8% | $158,922-50.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 6.09% | 38.17%-32.1pp | 29.49%-23.4pp | 302.83%-296.7pp |
| Employer contribution / active EE | $1,474 | $7,800-81.1% | $4,310-65.8% | $4,761-69.0% |
| Participant deferral / active EE | $614 | $13,003-95.3% | $7,107-91.4% | $5,982-89.7% |
| Admin fee / account holder | $14,980 | $8,489+76.5% | $5,158+190.4% | $11,246+33.2% |