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 | $162,268 | $106,515+52.3% | $96,683+67.8% | $139,434+16.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.19% | 38.43%-26.2pp | 35.69%-23.5pp | 372.94%-360.8pp |
| Employer contribution / active EE | $4,800 | $4,103+17.0% | $3,737+28.5% | $4,751+1.0% |
| Participant deferral / active EE | $240 | $5,454-95.6% | $4,878-95.1% | $6,710-96.4% |
| Admin fee / account holder | $1,129 | $7,877-85.7% | $6,730-83.2% | $11,403-90.1% |