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 | $97,293 | $185,200-47.5% | $142,863-31.9% | $167,490-41.9% |
| Participation rate | 86.7% | 78.4%+8.2pp | 71.9%+14.7pp | 82.1%+4.6pp |
| Annual return | 15.48% | 8555.70%-8540.2pp | 5637.54%-5622.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $110 | $4,494-97.6% | $3,837-97.1% | $6,341-98.3% |
| Admin fee / account holder | $13,375 | $8,031+66.5% | $6,560+103.9% | $12,309+8.7% |