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 | $141,986 | $95,416+48.8% | $185,823-23.6% | $85,850+65.4% |
| Participation rate | 86.2% | 68.8%+17.4pp | 81.7%+4.5pp | 69.3%+16.9pp |
| Annual return | 19.50% | 23.59%-4.1pp | 122.05%-102.6pp | 318.53%-299.0pp |
| Employer contribution / active EE | $14,947 | $3,314+351.1% | $5,167+189.3% | $2,565+482.7% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,024 | $7,213-71.9% | $16,237-87.5% | $6,260-67.7% |