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 | $143,596 | $62,573+129.5% | $85,682+67.6% | $85,850+67.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 13.40% | 23.77%-10.4pp | 21.49%-8.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $11,377 | $1,757+547.6% | $2,618+334.5% | $2,565+343.5% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,233 | $4,640+34.3% | $6,873-9.3% | $6,260-0.4% |