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 | $203,323 | $107,334+89.4% | $92,893+118.9% | $152,861+33.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.33% | 145.58%-131.3pp | 109.41%-95.1pp | 345.32%-331.0pp |
| Employer contribution / active EE | $8,725 | $4,221+106.7% | $3,653+138.9% | $4,762+83.2% |
| Participant deferral / active EE | $1,035 | $4,845-78.6% | $4,236-75.6% | $5,850-82.3% |
| Admin fee / account holder | $12,301 | $7,079+73.8% | $5,794+112.3% | $11,596+6.1% |