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 | $50,203 | $149,734-66.5% | $118,925-57.8% | $158,922-68.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.73% | 19.95%-7.2pp | 35.88%-23.2pp | 302.83%-290.1pp |
| Employer contribution / active EE | $7,617 | $4,115+85.1% | $3,263+133.5% | $4,761+60.0% |
| Participant deferral / active EE | $1,247 | $5,223-76.1% | $4,265-70.8% | $5,982-79.2% |
| Admin fee / account holder | $517 | $8,603-94.0% | $6,581-92.1% | $11,246-95.4% |