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 | $28,145 | $107,334-73.8% | $92,893-69.7% | $152,861-81.6% |
| Participation rate | 95.8% | 79.8%+16.0pp | 76.0%+19.8pp | 82.4%+13.4pp |
| Annual return | 19.67% | 145.58%-125.9pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $4,802 | $4,221+13.8% | $3,653+31.5% | $4,762+0.8% |
| Participant deferral / active EE | $658 | $4,845-86.4% | $4,236-84.5% | $5,850-88.8% |
| Admin fee / account holder | $1,242 | $7,079-82.5% | $5,794-78.6% | $11,596-89.3% |