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 | $61,742 | $63,346-2.5% | $92,233-33.1% | $70,131-12.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.27% | 530.12%-514.9pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $6,177 | $2,471+150.0% | $3,679+67.9% | $2,342+163.7% |
| Participant deferral / active EE | $579 | $2,854-79.7% | $3,897-85.2% | $3,332-82.6% |
| Admin fee / account holder | $6,260 | $3,840+63.0% | $5,194+20.5% | $4,645+34.8% |