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 | $208,037 | $154,228+34.9% | $145,433+43.0% | $137,256+51.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.53% | 74.59%-51.1pp | 66.58%-43.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $30,000 | $4,804+524.5% | $4,554+558.7% | $4,156+621.8% |
| Participant deferral / active EE | $1,700 | $8,216-79.3% | $7,897-78.5% | $6,407-73.5% |
| Admin fee / account holder | $8,927 | $14,344-37.8% | $13,129-32.0% | $12,270-27.2% |