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 | $227,980 | $154,117+47.9% | $129,995+75.4% | $139,434+63.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.45% | 32.48%-20.0pp | -137.18%+149.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,779 | $5,289-66.4% | $4,320-58.8% | $4,751-62.6% |
| Participant deferral / active EE | $300 | $6,710-95.5% | $5,820-94.8% | $6,710-95.5% |
| Admin fee / account holder | $12,238 | $14,007-12.6% | $10,614+15.3% | $11,403+7.3% |