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 | $122,056 | $63,346+92.7% | $92,233+32.3% | $70,131+74.0% |
| Participation rate | 93.5% | 68.7%+24.9pp | 76.5%+17.1pp | 69.5%+24.0pp |
| Annual return | 13.17% | 530.12%-516.9pp | 176.28%-163.1pp | 73.14%-60.0pp |
| Employer contribution / active EE | $8,269 | $2,471+234.6% | $3,679+124.7% | $2,342+253.0% |
| Participant deferral / active EE | $738 | $2,854-74.2% | $3,897-81.1% | $3,332-77.9% |
| Admin fee / account holder | $3,347 | $3,840-12.8% | $5,194-35.5% | $4,645-27.9% |