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 | $79,360 | $165,984-52.2% | $164,813-51.8% | $145,922-45.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.33% | 100.03%-78.7pp | 69.93%-48.6pp | 561.29%-540.0pp |
| Employer contribution / active EE | $6,454 | $5,273+22.4% | $4,341+48.7% | $4,660+38.5% |
| Participant deferral / active EE | $1,262 | $6,959-81.9% | $6,031-79.1% | $6,688-81.1% |
| Admin fee / account holder | $1,433 | $16,648-91.4% | $12,690-88.7% | $13,397-89.3% |