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 | $80,184 | $102,616-21.9% | $81,983-2.2% | $158,922-49.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 9.81% | 61.04%-51.2pp | 41.31%-31.5pp | 302.83%-293.0pp |
| Employer contribution / active EE | $4,915 | $3,240+51.7% | $2,498+96.8% | $4,761+3.2% |
| Participant deferral / active EE | $714 | $4,648-84.6% | $3,722-80.8% | $5,982-88.1% |
| Admin fee / account holder | $17,110 | $8,235+107.8% | $5,664+202.1% | $11,246+52.1% |