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 | $120,459 | $95,971+25.5% | $74,550+61.6% | $135,375-11.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.04% | 56.96%-50.9pp | 32.53%-26.5pp | 519.73%-513.7pp |
| Employer contribution / active EE | $3,118 | $2,716+14.8% | $1,961+59.0% | $4,779-34.7% |
| Participant deferral / active EE | $469 | $3,843-87.8% | $3,108-84.9% | $5,609-91.6% |
| Admin fee / account holder | $1,175 | $6,522-82.0% | $5,060-76.8% | $10,827-89.1% |