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 | $45,697 | $77,314-40.9% | $177,989-74.3% | $80,856-43.5% |
| Participation rate | 98.1% | 65.7%+32.4pp | 77.1%+21.0pp | 67.6%+30.4pp |
| Annual return | 27.81% | 18.09%+9.7pp | 294.48%-266.7pp | 35.59%-7.8pp |
| Employer contribution / active EE | $5,034 | $2,292+119.6% | $3,949+27.5% | $2,755+82.7% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $968 | $7,191-86.5% | $10,363-90.7% | $6,918-86.0% |