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 | $204,731 | $58,208+251.7% | $81,812+150.2% | $80,856+153.2% |
| Participation rate | 98.6% | 63.4%+35.2pp | 72.3%+26.3pp | 67.6%+31.0pp |
| Annual return | 10.99% | 41.66%-30.7pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $15,461 | $2,340+560.7% | $2,912+430.9% | $2,755+461.2% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $45,192 | $4,981+807.2% | $7,386+511.9% | $6,918+553.3% |