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 | $86,596 | $85,202+1.6% | $172,739-49.9% | $72,985+18.6% |
| Participation rate | 89.7% | 70.1%+19.6pp | 82.6%+7.0pp | 69.5%+20.2pp |
| Annual return | 17.78% | 27.32%-9.5pp | 802.84%-785.1pp | 81.00%-63.2pp |
| Employer contribution / active EE | $11,135 | $3,324+235.0% | $5,143+116.5% | $2,440+356.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,060 | $5,884-65.0% | $13,954-85.2% | $5,124-59.8% |