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 | $141,518 | $98,750+43.3% | $149,696-5.5% | $79,858+77.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.02% | 27.43%-14.4pp | 276.60%-263.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,500 | $3,216-22.3% | $4,644-46.2% | $2,471+1.2% |
| Participant deferral / active EE | $947 | $5,680-83.3% | $6,842-86.2% | $3,740-74.7% |
| Admin fee / account holder | $17,662 | $6,053+191.8% | $9,309+89.7% | $5,306+232.9% |