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 | $121,679 | $127,777-4.8% | $106,548+14.2% | $167,490-27.4% |
| Participation rate | 87.5% | 78.3%+9.2pp | 76.1%+11.4pp | 82.1%+5.4pp |
| Annual return | 14.67% | 33.87%-19.2pp | 26.80%-12.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $12,500 | $3,427+264.8% | $2,819+343.4% | $4,837+158.4% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $32,089 | $11,228+185.8% | $7,407+333.2% | $12,309+160.7% |