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 | $104,892 | $99,079+5.9% | $77,999+34.5% | $273,961-61.7% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 4.37% | 217.93%-213.6pp | 425.96%-421.6pp | 41.45%-37.1pp |
| Employer contribution / active EE | $5,734 | $3,308+73.3% | $2,470+132.1% | $4,869+17.8% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,837 | $8,954-46.0% | $5,480-11.8% | $10,132-52.3% |