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 | $171,587 | $85,202+101.4% | $172,739-0.7% | $72,985+135.1% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | 18.10% | 27.32%-9.2pp | 802.84%-784.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $21,625 | $3,324+550.5% | $5,143+320.5% | $2,440+786.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $37,548 | $5,884+538.1% | $13,954+169.1% | $5,124+632.7% |