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 | $154,808 | $135,635+14.1% | $110,238+40.4% | $135,375+14.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.10% | 513.19%-510.1pp | 314.74%-311.6pp | 519.73%-516.6pp |
| Employer contribution / active EE | $10,433 | $4,906+112.7% | $3,826+172.7% | $4,779+118.3% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $57,759 | $11,457+404.1% | $8,547+575.8% | $10,827+433.5% |