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 | $212,332 | $102,604+106.9% | $86,188+146.4% | $139,434+52.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 15.14% | 1922.51%-1907.4pp | 1168.45%-1153.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $597 | $3,032-80.3% | $2,380-74.9% | $4,751-87.4% |
| Participant deferral / active EE | $712 | $4,676-84.8% | $3,985-82.1% | $6,710-89.4% |
| Admin fee / account holder | $971 | $8,657-88.8% | $6,852-85.8% | $11,403-91.5% |