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 | $114,045 | $100,754+13.2% | $86,677+31.6% | $134,475-15.2% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -6.17% | 29.04%-35.2pp | 35.91%-42.1pp | 417.96%-424.1pp |
| Employer contribution / active EE | $9,168 | $3,489+162.8% | $2,836+223.2% | $4,740+93.4% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10,388 | $10,926-4.9% | $7,493+38.6% | $11,426-9.1% |