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 | $132,424 | $63,346+109.0% | $92,233+43.6% | $70,131+88.8% |
| Participation rate | 98.1% | 68.7%+29.4pp | 76.5%+21.6pp | 69.5%+28.5pp |
| Annual return | 14.74% | 530.12%-515.4pp | 176.28%-161.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $15,609 | $2,471+531.7% | $3,679+324.2% | $2,342+566.4% |
| Participant deferral / active EE | $482 | $2,854-83.1% | $3,897-87.6% | $3,332-85.5% |
| Admin fee / account holder | $8,943 | $3,840+132.9% | $5,194+72.2% | $4,645+92.5% |