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 | $221,461 | $133,922+65.4% | $116,228+90.5% | $142,382+55.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.41% | 147.76%-137.4pp | 90.06%-79.6pp | 217.08%-206.7pp |
| Employer contribution / active EE | $11,554 | $3,446+235.3% | $2,994+285.8% | $4,299+168.8% |
| Participant deferral / active EE | $1,508 | $5,672-73.4% | $4,953-69.6% | $6,507-76.8% |
| Admin fee / account holder | $3,465 | $14,945-76.8% | $11,989-71.1% | $12,624-72.6% |