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 9-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 | $112,847 | $109,817+2.8% | $98,442+14.6% | $167,490-32.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 11.32% | 1956.69%-1945.4pp | 1492.73%-1481.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $20,382 | $3,224+532.2% | $2,960+588.6% | $4,837+321.3% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,126 | $6,753-83.3% | $5,949-81.1% | $12,309-90.9% |