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 | $178,281 | $111,301+60.2% | $112,977+57.8% | $158,922+12.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 9.56% | 26.40%-16.8pp | 24.24%-14.7pp | 302.83%-293.3pp |
| Employer contribution / active EE | $4,119 | $4,471-7.9% | $4,255-3.2% | $4,761-13.5% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,982-100.0% |
| Admin fee / account holder | $148,072 | $8,392+1664.5% | $6,294+2252.6% | $11,246+1216.7% |