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 | $36,555 | $69,207-47.2% | $64,056-42.9% | $139,434-73.8% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 13.75% | 45.88%-32.1pp | 33.69%-19.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $5,946 | $3,182+86.8% | $2,747+116.5% | $4,751+25.1% |
| Participant deferral / active EE | $58 | $4,682-98.8% | $3,880-98.5% | $6,710-99.1% |
| Admin fee / account holder | $6,192 | $4,244+45.9% | $3,068+101.8% | $11,403-45.7% |