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 | $203,924 | $99,079+105.8% | $77,999+161.4% | $273,961-25.6% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.5%+6.8pp | 83.0%-0.7pp |
| Annual return | 7.80% | 217.93%-210.1pp | 425.96%-418.2pp | 41.45%-33.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $991 | $4,306-77.0% | $3,497-71.6% | $5,287-81.2% |
| Admin fee / account holder | $53,293 | $8,954+495.2% | $5,480+872.4% | $10,132+426.0% |