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 | $237,060 | $105,998+123.6% | $92,233+157.0% | $147,584+60.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.82% | 50.05%-39.2pp | 176.28%-165.5pp | 578.55%-567.7pp |
| Employer contribution / active EE | $7,500 | $4,333+73.1% | $3,679+103.8% | $4,876+53.8% |
| Participant deferral / active EE | $566 | $4,478-87.4% | $3,897-85.5% | $5,439-89.6% |
| Admin fee / account holder | $106,219 | $6,332+1577.4% | $5,194+1945.2% | $10,885+875.8% |