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 | $49,857 | $197,591-74.8% | $177,821-72.0% | $158,922-68.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.71% | 58.76%-51.1pp | 48.32%-40.6pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,132 | $6,697-68.2% | $5,918-64.0% | $4,761-55.2% |
| Participant deferral / active EE | $1,317 | $8,405-84.3% | $7,714-82.9% | $5,982-78.0% |
| Admin fee / account holder | $7,348 | $15,399-52.3% | $12,427-40.9% | $11,246-34.7% |