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 | $184,119 | $102,245+80.1% | $89,340+106.1% | $137,256+34.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.34% | 21.89%-2.6pp | 20.57%-1.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $650 | $2,529-74.3% | $2,231-70.9% | $4,156-84.4% |
| Participant deferral / active EE | $813 | $4,436-81.7% | $3,823-78.7% | $6,407-87.3% |
| Admin fee / account holder | $48,457 | $8,085+499.3% | $6,704+622.8% | $12,270+294.9% |