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 | $163,315 | $70,756+130.8% | $65,493+149.4% | $142,382+14.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.89% | 1754.89%-1742.0pp | 982.45%-969.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $8,644 | $2,881+200.1% | $2,574+235.8% | $4,299+101.1% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $16,212 | $6,559+147.2% | $5,028+222.4% | $12,624+28.4% |