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 | $180,119 | $84,149+114.0% | $76,080+136.8% | $167,490+7.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 12.52% | 54.99%-42.5pp | 42.50%-30.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $13,353 | $4,618+189.2% | $3,962+237.0% | $4,837+176.0% |
| Participant deferral / active EE | $1,063 | $5,796-81.7% | $4,905-78.3% | $6,341-83.2% |
| Admin fee / account holder | $10,338 | $6,410+61.3% | $4,883+111.7% | $12,309-16.0% |