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 | $139,748 | $94,625+47.7% | $116,228+20.2% | $84,808+64.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 16.07% | 20.40%-4.3pp | 90.06%-74.0pp | 40.90%-24.8pp |
| Employer contribution / active EE | $11,639 | $2,347+396.0% | $2,994+288.7% | $2,631+342.4% |
| Participant deferral / active EE | $1,401 | $3,972-64.7% | $4,953-71.7% | $4,212-66.7% |
| Admin fee / account holder | $12,226 | $10,091+21.2% | $11,989+2.0% | $7,344+66.5% |