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 | $133,927 | $132,634+1.0% | $115,768+15.7% | $137,256-2.4% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.4%+19.4pp | 80.0%+13.8pp |
| Annual return | 14.69% | 160.70%-146.0pp | 100.46%-85.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $13,633 | $3,360+305.8% | $2,940+363.7% | $4,156+228.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,184 | $15,028-72.2% | $12,439-66.4% | $12,270-65.9% |