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 | $87,461 | $197,591-55.7% | $177,821-50.8% | $158,922-45.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.82% | 58.76%-44.9pp | 48.32%-34.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $7,500 | $6,697+12.0% | $5,918+26.7% | $4,761+57.5% |
| Participant deferral / active EE | $1,625 | $8,405-80.7% | $7,714-78.9% | $5,982-72.8% |
| Admin fee / account holder | $939 | $15,399-93.9% | $12,427-92.4% | $11,246-91.7% |