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 | $170,666 | $112,881+51.2% | $90,951+87.6% | $158,922+7.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.80% | 215.79%-206.0pp | 134.60%-124.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $774 | $2,893-73.2% | $2,122-63.5% | $4,761-83.7% |
| Participant deferral / active EE | $825 | $4,128-80.0% | $3,373-75.5% | $5,982-86.2% |
| Admin fee / account holder | $27,500 | $8,041+242.0% | $5,959+361.5% | $11,246+144.5% |