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 | $117,189 | $102,966+13.8% | $90,281+29.8% | $152,861-23.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.66% | 95.16%-75.5pp | 78.10%-58.4pp | 345.32%-325.7pp |
| Employer contribution / active EE | $8,330 | $3,139+165.4% | $2,854+191.8% | $4,762+74.9% |
| Participant deferral / active EE | $624 | $4,281-85.4% | $3,885-83.9% | $5,850-89.3% |
| Admin fee / account holder | $45,394 | $6,171+635.6% | $5,351+748.3% | $11,596+291.4% |