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 | $209,352 | $165,335+26.6% | $149,696+39.9% | $158,922+31.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.78% | 348.15%-339.4pp | 276.60%-267.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $10,000 | $5,103+96.0% | $4,644+115.3% | $4,761+110.0% |
| Participant deferral / active EE | $1,300 | $7,181-81.9% | $6,842-81.0% | $5,982-78.3% |
| Admin fee / account holder | $15,454 | $10,807+43.0% | $9,309+66.0% | $11,246+37.4% |