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 | $75,600 | $85,202-11.3% | $172,739-56.2% | $72,985+3.6% |
| Participation rate | 78.0% | 70.1%+7.9pp | 82.6%-4.6pp | 69.5%+8.5pp |
| Annual return | 18.05% | 27.32%-9.3pp | 802.84%-784.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $10,565 | $3,324+217.8% | $5,143+105.4% | $2,440+333.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $31,225 | $5,884+430.7% | $13,954+123.8% | $5,124+509.4% |