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 | $207,286 | $105,859+95.8% | $90,160+129.9% | $147,584+40.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.88% | 37.63%-24.7pp | 34.88%-22.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $3,245 | $4,126-21.4% | $3,318-2.2% | $4,876-33.5% |
| Participant deferral / active EE | $901 | $5,733-84.3% | $5,288-83.0% | $5,439-83.4% |
| Admin fee / account holder | $50,982 | $8,046+533.6% | $5,943+757.9% | $10,885+368.4% |