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 | $84,924 | $125,758-32.5% | $169,993-50.0% | $75,163+13.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.28% | 27.20%-8.9pp | 53.37%-35.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,635 | $4,615-21.2% | $6,785-46.4% | $2,670+36.2% |
| Participant deferral / active EE | $2,684 | $6,837-60.7% | $10,408-74.2% | $4,125-34.9% |
| Admin fee / account holder | $12,308 | $8,173+50.6% | $12,815-4.0% | $5,651+117.8% |