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 | $113,112 | $72,277+56.5% | $101,248+11.7% | $79,858+41.6% |
| Participation rate | 98.3% | 68.5%+29.8pp | 75.8%+22.5pp | 69.6%+28.6pp |
| Annual return | 11.20% | 22.30%-11.1pp | 46.47%-35.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $27,832 | $2,692+934.1% | $3,660+660.6% | $2,471+1026.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $17,242 | $4,400+291.8% | $5,945+190.0% | $5,306+224.9% |