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 | $46,066 | $73,515-37.3% | $62,995-26.9% | $147,584-68.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.67% | 175.43%-157.8pp | 87.57%-69.9pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,370 | $3,320+31.6% | $2,759+58.4% | $4,876-10.4% |
| Participant deferral / active EE | $164 | $4,185-96.1% | $3,329-95.1% | $5,439-97.0% |
| Admin fee / account holder | $1,694 | $5,953-71.5% | $3,600-52.9% | $10,885-84.4% |