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 | $68,097+120.1% | $62,929+138.2% | $137,256+9.2% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.0%+12.3pp |
| Annual return | 12.76% | 1859.11%-1846.4pp | 1063.93%-1051.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $215 | $4,553-95.3% | $3,888-94.5% | $6,407-96.6% |
| Admin fee / account holder | $7,008 | $6,521+7.5% | $5,065+38.4% | $12,270-42.9% |