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 | $164,992 | $111,814+47.6% | $93,654+76.2% | $145,959+13.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.12% | 203.30%-193.2pp | 133.34%-123.2pp | 561.95%-551.8pp |
| Employer contribution / active EE | $11,850 | $3,092+283.3% | $2,421+389.5% | $4,661+154.3% |
| Participant deferral / active EE | $577 | $4,914-88.3% | $4,413-86.9% | $6,689-91.4% |
| Admin fee / account holder | $4,605 | $10,246-55.1% | $8,282-44.4% | $13,398-65.6% |