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 | $101,172 | $61,774+63.8% | $97,226+4.1% | $80,856+25.1% |
| Participation rate | 81.8% | 63.5%+18.3pp | 72.7%+9.1pp | 67.6%+14.2pp |
| Annual return | 14.82% | -557.90%+572.7pp | 75.13%-60.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,739 | $1,837+103.6% | $2,729+37.0% | $2,755+35.7% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $19,457 | $5,166+276.6% | $5,654+244.2% | $6,918+181.2% |