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 | $161,584 | $91,019+77.5% | $392,568-58.8% | $72,985+121.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 36.47% | 20.00%+16.5pp | 24.42%+12.0pp | 81.00%-44.5pp |
| Employer contribution / active EE | $7,879 | $2,751+186.4% | $3,783+108.3% | $2,440+222.9% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,638 | $4,895-5.3% | $6,260-25.9% | $5,124-9.5% |