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 5-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 | $92,077 | $70,756+30.1% | $65,493+40.6% | $142,382-35.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.19% | 1754.89%-1741.7pp | 982.45%-969.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $700 | $2,881-75.7% | $2,574-72.8% | $4,299-83.7% |
| Participant deferral / active EE | $700 | $4,637-84.9% | $3,961-82.3% | $6,507-89.2% |
| Admin fee / account holder | $32,712 | $6,559+398.7% | $5,028+550.6% | $12,624+159.1% |