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 | $34,272 | $185,822-81.6% | $169,993-79.8% | $139,434-75.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.28% | 60.50%-35.2pp | 53.37%-28.1pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,682 | $7,590-77.8% | $6,785-75.2% | $4,751-64.6% |
| Participant deferral / active EE | $2,591 | $11,622-77.7% | $10,408-75.1% | $6,710-61.4% |
| Admin fee / account holder | $8,536 | $15,381-44.5% | $12,815-33.4% | $11,403-25.1% |