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 | $195,142 | $117,841+65.6% | $102,423+90.5% | $145,922+33.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.21% | 31.65%-20.4pp | 29.32%-18.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $17,046 | $3,615+371.6% | $3,023+463.8% | $4,660+265.8% |
| Participant deferral / active EE | $1,656 | $5,731-71.1% | $5,053-67.2% | $6,688-75.2% |
| Admin fee / account holder | $18,888 | $13,326+41.7% | $9,451+99.9% | $13,397+41.0% |