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 | $98,099 | $105,859-7.3% | $90,160+8.8% | $147,584-33.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.50% | 37.63%-24.1pp | 34.88%-21.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $40,167 | $4,126+873.5% | $3,318+1110.6% | $4,876+723.7% |
| Participant deferral / active EE | $15 | $5,733-99.7% | $5,288-99.7% | $5,439-99.7% |
| Admin fee / account holder | $1,985 | $8,046-75.3% | $5,943-66.6% | $10,885-81.8% |