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 | $26,964 | $115,770-76.7% | $101,248-73.4% | $158,922-83.0% |
| Participation rate | 81.3% | 79.4%+1.9pp | 75.8%+5.4pp | 82.0%-0.7pp |
| Annual return | 8.59% | 56.14%-47.5pp | 46.47%-37.9pp | 302.83%-294.2pp |
| Employer contribution / active EE | $4,709 | $4,175+12.8% | $3,660+28.7% | $4,761-1.1% |
| Participant deferral / active EE | $924 | $4,957-81.4% | $4,370-78.9% | $5,982-84.6% |
| Admin fee / account holder | $4,430 | $7,245-38.9% | $5,945-25.5% | $11,246-60.6% |