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 | $83,816 | $63,346+32.3% | $92,233-9.1% | $70,131+19.5% |
| Participation rate | 85.7% | 68.7%+17.0pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 17.42% | 530.12%-512.7pp | 176.28%-158.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $16,386 | $2,471+563.1% | $3,679+345.4% | $2,342+599.5% |
| Participant deferral / active EE | $239 | $2,854-91.6% | $3,897-93.9% | $3,332-92.8% |
| Admin fee / account holder | $5,888 | $3,840+53.3% | $5,194+13.4% | $4,645+26.7% |