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 | $190,118 | $144,119+31.9% | $117,854+61.3% | $147,584+28.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.06% | 531.15%-518.1pp | 335.08%-322.0pp | 578.55%-565.5pp |
| Employer contribution / active EE | $9,048 | $4,896+84.8% | $3,786+139.0% | $4,876+85.5% |
| Participant deferral / active EE | $448 | $5,316-91.6% | $4,482-90.0% | $5,439-91.8% |
| Admin fee / account holder | $1,639 | $10,886-84.9% | $8,020-79.6% | $10,885-84.9% |