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 | $121,501 | $100,041+21.5% | $149,718-18.8% | $70,131+73.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.26% | 27.43%-14.2pp | 1501.63%-1488.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $8,426 | $3,662+130.1% | $5,445+54.7% | $2,342+259.7% |
| Participant deferral / active EE | $832 | $4,983-83.3% | $6,569-87.3% | $3,332-75.0% |
| Admin fee / account holder | $1,085 | $8,286-86.9% | $11,283-90.4% | $4,645-76.7% |