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 | $142,390 | $73,933+92.6% | $96,683+47.3% | $75,163+89.4% |
| Participation rate | 96.7% | 66.4%+30.2pp | 74.3%+22.3pp | 67.2%+29.5pp |
| Annual return | 14.15% | 26.70%-12.6pp | 35.69%-21.5pp | 160.62%-146.5pp |
| Employer contribution / active EE | $13,485 | $2,928+360.6% | $3,737+260.9% | $2,670+405.1% |
| Participant deferral / active EE | $124 | $3,659-96.6% | $4,878-97.5% | $4,125-97.0% |
| Admin fee / account holder | $33,377 | $5,216+539.9% | $6,730+396.0% | $5,651+490.7% |