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 | $82,816 | $112,096-26.1% | $95,952-13.7% | $158,922-47.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.75% | 171.09%-157.3pp | 91.61%-77.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $5,974 | $3,198+86.8% | $2,541+135.1% | $4,761+25.5% |
| Participant deferral / active EE | $1,423 | $4,784-70.3% | $4,167-65.9% | $5,982-76.2% |
| Admin fee / account holder | $10,279 | $10,130+1.5% | $6,795+51.3% | $11,246-8.6% |