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 | $207,678 | $111,754+85.8% | $103,333+101.0% | $145,922+42.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.47% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $24,338 | $4,212+477.8% | $3,868+529.2% | $4,660+422.3% |
| Participant deferral / active EE | $681 | $5,619-87.9% | $5,057-86.5% | $6,688-89.8% |
| Admin fee / account holder | $234,783 | $9,750+2308.0% | $8,355+2710.2% | $13,397+1652.5% |