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 | $70,013 | $78,694-11.0% | $67,652+3.5% | $125,391-44.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 12.85% | 9.46%+3.4pp | 6625.04%-6612.2pp | 282.22%-269.4pp |
| Employer contribution / active EE | $3,164 | $3,044+4.0% | $2,266+39.7% | $4,866-35.0% |
| Participant deferral / active EE | $1,165 | $4,292-72.9% | $3,560-67.3% | $5,352-78.2% |
| Admin fee / account holder | $303 | $7,403-95.9% | $4,821-93.7% | $9,540-96.8% |