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 | $124,795 | $152,460-18.1% | $118,746+5.1% | $147,584-15.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 9.98% | 17.41%-7.4pp | 24.54%-14.6pp | 578.55%-568.6pp |
| Employer contribution / active EE | $8,568 | $5,046+69.8% | $4,193+104.3% | $4,876+75.7% |
| Participant deferral / active EE | $455 | $6,212-92.7% | $5,332-91.5% | $5,439-91.6% |
| Admin fee / account holder | $8,379 | $16,953-50.6% | $10,720-21.8% | $10,885-23.0% |