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 | $169,897 | $111,724+52.1% | $93,606+81.5% | $145,922+16.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.35% | 202.98%-194.6pp | 133.20%-124.8pp | 561.29%-552.9pp |
| Employer contribution / active EE | $735 | $3,090-76.2% | $2,420-69.6% | $4,660-84.2% |
| Participant deferral / active EE | $98 | $4,912-98.0% | $4,411-97.8% | $6,688-98.5% |
| Admin fee / account holder | $751 | $10,250-92.7% | $8,285-90.9% | $13,397-94.4% |