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 | $148,766 | $127,264+16.9% | $109,895+35.4% | $167,490-11.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.01% | 22.97%-10.0pp | 29.45%-16.4pp | 478.56%-465.5pp |
| Employer contribution / active EE | $24,972 | $3,322+651.6% | $2,842+778.6% | $4,837+416.2% |
| Participant deferral / active EE | $177 | $4,514-96.1% | $4,048-95.6% | $6,341-97.2% |
| Admin fee / account holder | $27,138 | $7,114+281.5% | $6,066+347.4% | $12,309+120.5% |