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 | $34,972 | $99,652-64.9% | $78,778-55.6% | $147,584-76.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.88% | 47.28%-37.4pp | 35.62%-25.7pp | 578.55%-568.7pp |
| Employer contribution / active EE | $6,432 | $2,796+130.1% | $1,986+223.9% | $4,876+31.9% |
| Participant deferral / active EE | $593 | $3,664-83.8% | $2,958-80.0% | $5,439-89.1% |
| Admin fee / account holder | $4,241 | $7,155-40.7% | $5,134-17.4% | $10,885-61.0% |