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 | $45,354 | $115,770-60.8% | $101,248-55.2% | $158,922-71.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.24% | 56.14%-40.9pp | 46.47%-31.2pp | 302.83%-287.6pp |
| Employer contribution / active EE | $3,671 | $4,175-12.1% | $3,660+0.3% | $4,761-22.9% |
| Participant deferral / active EE | $1,052 | $4,957-78.8% | $4,370-75.9% | $5,982-82.4% |
| Admin fee / account holder | $1,065 | $7,245-85.3% | $5,945-82.1% | $11,246-90.5% |