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 | $173,703 | $107,334+61.8% | $92,893+87.0% | $152,861+13.6% |
| Participation rate | 95.8% | 79.8%+16.0pp | 76.0%+19.8pp | 82.4%+13.4pp |
| Annual return | 20.35% | 145.58%-125.2pp | 109.41%-89.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $28,102 | $4,221+565.8% | $3,653+669.3% | $4,762+490.1% |
| Participant deferral / active EE | $1,075 | $4,845-77.8% | $4,236-74.6% | $5,850-81.6% |
| Admin fee / account holder | $16,653 | $7,079+135.2% | $5,794+187.4% | $11,596+43.6% |