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 3-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 | $90,063 | $70,756+27.3% | $65,493+37.5% | $142,382-36.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.84% | 1754.89%-1734.0pp | 982.45%-961.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $441 | $2,881-84.7% | $2,574-82.9% | $4,299-89.7% |
| Participant deferral / active EE | $791 | $4,637-82.9% | $3,961-80.0% | $6,507-87.8% |
| Admin fee / account holder | $74,220 | $6,559+1031.6% | $5,028+1376.1% | $12,624+487.9% |