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 | $130,105 | $117,381+10.8% | $99,443+30.8% | $152,861-14.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 45.36% | 31.87%+13.5pp | 30.72%+14.6pp | 345.32%-300.0pp |
| Employer contribution / active EE | $15,221 | $3,013+405.2% | $2,540+499.3% | $4,762+219.6% |
| Participant deferral / active EE | $299 | $4,086-92.7% | $3,619-91.7% | $5,850-94.9% |
| Admin fee / account holder | $2,572 | $7,631-66.3% | $6,250-58.9% | $11,596-77.8% |