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 | $91,328 | $107,334-14.9% | $92,893-1.7% | $152,861-40.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.83% | 145.58%-128.8pp | 109.41%-92.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,145 | $4,221-49.2% | $3,653-41.3% | $4,762-55.0% |
| Participant deferral / active EE | $523 | $4,845-89.2% | $4,236-87.7% | $5,850-91.1% |
| Admin fee / account holder | $3,094 | $7,079-56.3% | $5,794-46.6% | $11,596-73.3% |