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 | $90,582 | $123,982-26.9% | $69,701+30.0% | $145,959-37.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 13.52% | 191.01%-177.5pp | 100.32%-86.8pp | 561.95%-548.4pp |
| Employer contribution / active EE | $3,531 | $2,681+31.7% | $1,713+106.1% | $4,661-24.2% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,887-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,802 | $7,867-39.0% | $4,717+1.8% | $13,398-64.2% |