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 | $149,893 | $70,756+111.8% | $65,493+128.9% | $142,382+5.3% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.1%+12.2pp |
| Annual return | 12.76% | 1754.89%-1742.1pp | 982.45%-969.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $215 | $4,637-95.4% | $3,961-94.6% | $6,507-96.7% |
| Admin fee / account holder | $7,008 | $6,559+6.8% | $5,028+39.4% | $12,624-44.5% |