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 | $229,072 | $99,985+129.1% | $146,665+56.2% | $85,850+166.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 65.23% | 18.93%+46.3pp | 22.74%+42.5pp | 318.53%-253.3pp |
| Employer contribution / active EE | $1,418 | $2,559-44.6% | $4,136-65.7% | $2,565-44.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,326 | $7,702+8.1% | $10,280-19.0% | $6,260+33.0% |