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 | $118,697 | $124,319-4.5% | $111,297+6.6% | $167,490-29.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 27.15% | 37.44%-10.3pp | 54.65%-27.5pp | 478.56%-451.4pp |
| Employer contribution / active EE | $5,556 | $3,435+61.7% | $2,731+103.4% | $4,837+14.8% |
| Participant deferral / active EE | $1,440 | $5,180-72.2% | $4,487-67.9% | $6,341-77.3% |
| Admin fee / account holder | $1,490 | $10,618-86.0% | $7,964-81.3% | $12,309-87.9% |