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 | $117,564 | $77,813+51.1% | $123,544-4.8% | $64,186+83.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 5.60% | 12.48%-6.9pp | 119.20%-113.6pp | 7.63%-2.0pp |
| Employer contribution / active EE | $6,577 | $3,014+118.2% | $4,628+42.1% | $2,381+176.3% |
| Participant deferral / active EE | $1,942 | $5,240-62.9% | $6,426-69.8% | $3,470-44.0% |
| Admin fee / account holder | $24,630 | $5,519+346.3% | $9,284+165.3% | $4,888+403.9% |