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 | $223,301 | $160,055+39.5% | $140,016+59.5% | $135,375+64.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.41% | 911.38%-915.8pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $13,502 | $6,420+110.3% | $5,606+140.9% | $4,779+182.5% |
| Participant deferral / active EE | $1,858 | $7,642-75.7% | $6,927-73.2% | $5,609-66.9% |
| Admin fee / account holder | $23,192 | $13,328+74.0% | $10,705+116.6% | $10,827+114.2% |