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 | $103,193 | $63,346+62.9% | $92,233+11.9% | $70,131+47.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 23.00% | 530.12%-507.1pp | 176.28%-153.3pp | 73.14%-50.1pp |
| Employer contribution / active EE | $3,005 | $2,471+21.6% | $3,679-18.3% | $2,342+28.3% |
| Participant deferral / active EE | $609 | $2,854-78.7% | $3,897-84.4% | $3,332-81.7% |
| Admin fee / account holder | $5,790 | $3,840+50.8% | $5,194+11.5% | $4,645+24.6% |