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 | $136,005 | $239,571-43.2% | $183,328-25.8% | $137,256-0.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 19.59% | 35.69%-16.1pp | 29.67%-10.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $4,959 | $6,148-19.3% | $5,055-1.9% | $4,156+19.3% |
| Participant deferral / active EE | $1,401 | $7,995-82.5% | $6,795-79.4% | $6,407-78.1% |
| Admin fee / account holder | $807 | $30,059-97.3% | $21,427-96.2% | $12,270-93.4% |