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 | $75,979 | $69,207+9.8% | $64,056+18.6% | $139,434-45.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.60% | 45.88%-33.3pp | 33.69%-21.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $3,634 | $3,182+14.2% | $2,747+32.3% | $4,751-23.5% |
| Participant deferral / active EE | $762 | $4,682-83.7% | $3,880-80.4% | $6,710-88.7% |
| Admin fee / account holder | $2,634 | $4,244-37.9% | $3,068-14.2% | $11,403-76.9% |