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 | $204,673 | $100,754+103.1% | $86,677+136.1% | $134,475+52.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -1.02% | 29.04%-30.1pp | 35.91%-36.9pp | 417.96%-419.0pp |
| Employer contribution / active EE | $4,293 | $3,489+23.0% | $2,836+51.3% | $4,740-9.4% |
| Participant deferral / active EE | $1,444 | $5,338-72.9% | $4,656-69.0% | $6,400-77.4% |
| Admin fee / account holder | $20,806 | $10,926+90.4% | $7,493+177.7% | $11,426+82.1% |