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 | $120,863 | $102,317+18.1% | $146,958-17.8% | $80,856+49.5% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.2%-4.7pp | 67.6%+9.9pp |
| Annual return | 20.44% | 134.76%-114.3pp | 418.34%-397.9pp | 35.59%-15.2pp |
| Employer contribution / active EE | $13,226 | $3,713+256.2% | $4,933+168.1% | $2,755+380.1% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,250 | $7,941-46.5% | $12,998-67.3% | $6,918-38.6% |