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 | $60,481 | $81,625-25.9% | $58,482+3.4% | $139,434-56.6% |
| Participation rate | 90.0% | 61.3%+28.7pp | 50.9%+39.1pp | 80.3%+9.7pp |
| Annual return | 7.94% | 7404.20%-7396.3pp | 4239.32%-4231.4pp | 372.94%-365.0pp |
| Employer contribution / active EE | $342 | $1,398-75.5% | $1,053-67.5% | $4,751-92.8% |
| Participant deferral / active EE | $30 | $2,557-98.8% | $1,924-98.4% | $6,710-99.6% |
| Admin fee / account holder | $41,459 | $3,265+1169.7% | $2,516+1547.8% | $11,403+263.6% |