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 | $97,888 | $197,591-50.5% | $177,821-45.0% | $158,922-38.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.86% | 58.76%-50.9pp | 48.32%-40.5pp | 302.83%-295.0pp |
| Employer contribution / active EE | $4,255 | $6,697-36.5% | $5,918-28.1% | $4,761-10.6% |
| Participant deferral / active EE | $2,584 | $8,405-69.3% | $7,714-66.5% | $5,982-56.8% |
| Admin fee / account holder | $107,163 | $15,399+595.9% | $12,427+762.3% | $11,246+852.9% |