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 | $192,087 | $105,181+82.6% | $159,436+20.5% | $85,850+123.7% |
| Participation rate | 95.2% | 75.8%+19.5pp | 82.8%+12.4pp | 69.3%+25.9pp |
| Annual return | 13.48% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $5,899 | $3,318+77.8% | $4,829+22.2% | $2,565+130.0% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,839 | $6,933-1.4% | $10,799-36.7% | $6,260+9.3% |