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 | $69,899 | $185,822-62.4% | $169,993-58.9% | $139,434-49.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.91% | 60.50%-24.6pp | 53.37%-17.5pp | 372.94%-337.0pp |
| Employer contribution / active EE | $2,997 | $7,590-60.5% | $6,785-55.8% | $4,751-36.9% |
| Participant deferral / active EE | $1,828 | $11,622-84.3% | $10,408-82.4% | $6,710-72.8% |
| Admin fee / account holder | $5,136 | $15,381-66.6% | $12,815-59.9% | $11,403-55.0% |