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 | $183,000 | $91,538+99.9% | $129,995+40.8% | $75,163+143.5% |
| Participation rate | 76.9% | 71.4%+5.5pp | 78.5%-1.6pp | 67.2%+9.7pp |
| Annual return | 16.15% | -631.11%+647.3pp | -137.18%+153.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $4,605 | $2,845+61.8% | $4,320+6.6% | $2,670+72.5% |
| Participant deferral / active EE | $379 | $4,341-91.3% | $5,820-93.5% | $4,125-90.8% |
| Admin fee / account holder | $33,696 | $6,790+396.2% | $10,614+217.5% | $5,651+496.3% |