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 | $149,127 | $46,553+220.3% | $64,056+132.8% | $75,163+98.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.98% | 26.03%-14.1pp | 33.69%-21.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $5,707 | $1,974+189.1% | $2,747+107.8% | $2,670+113.8% |
| Participant deferral / active EE | $739 | $2,837-73.9% | $3,880-81.0% | $4,125-82.1% |
| Admin fee / account holder | $6,149 | $2,952+108.3% | $3,068+100.4% | $5,651+8.8% |