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 | $56,958 | $48,795+16.7% | $65,493-13.0% | $84,808-32.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.13% | 20.20%-6.1pp | 982.45%-968.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,580 | $1,930+137.4% | $2,574+77.9% | $2,631+74.1% |
| Participant deferral / active EE | $526 | $2,928-82.0% | $3,961-86.7% | $4,212-87.5% |
| Admin fee / account holder | $977 | $3,877-74.8% | $5,028-80.6% | $7,344-86.7% |