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 | $136,118 | $152,460-10.7% | $118,746+14.6% | $147,584-7.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 14.67% | 17.41%-2.7pp | 24.54%-9.9pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,251 | $5,046-55.4% | $4,193-46.3% | $4,876-53.8% |
| Participant deferral / active EE | $731 | $6,212-88.2% | $5,332-86.3% | $5,439-86.6% |
| Admin fee / account holder | $10,008 | $16,953-41.0% | $10,720-6.6% | $10,885-8.1% |