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 | $45,662 | $100,041-54.4% | $149,718-69.5% | $70,131-34.9% |
| Participation rate | 81.8% | 83.6%-1.8pp | 87.1%-5.3pp | 69.5%+12.3pp |
| Annual return | 86.07% | 27.43%+58.6pp | 1501.63%-1415.6pp | 73.14%+12.9pp |
| Employer contribution / active EE | $1,869 | $3,662-49.0% | $5,445-65.7% | $2,342-20.2% |
| Participant deferral / active EE | $2,297 | $4,983-53.9% | $6,569-65.0% | $3,332-31.0% |
| Admin fee / account holder | $64,219 | $8,286+675.0% | $11,283+469.2% | $4,645+1282.4% |