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 | $229,103 | $97,757+134.4% | $83,848+173.2% | $135,375+69.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.75% | 1287.37%-1276.6pp | 850.88%-840.1pp | 519.73%-509.0pp |
| Employer contribution / active EE | $17,632 | $4,222+317.7% | $3,631+385.6% | $4,779+269.0% |
| Participant deferral / active EE | $1,163 | $4,682-75.2% | $4,082-71.5% | $5,609-79.3% |
| Admin fee / account holder | $1,207 | $6,674-81.9% | $5,478-78.0% | $10,827-88.8% |