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 | $147,656 | $109,982+34.3% | $97,226+51.9% | $145,922+1.2% |
| Participation rate | 94.7% | 75.9%+18.8pp | 72.7%+22.1pp | 80.3%+14.5pp |
| Annual return | 9.77% | 242.90%-233.1pp | 75.13%-65.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $28,972 | $3,084+839.5% | $2,729+961.7% | $4,660+521.8% |
| Participant deferral / active EE | $359 | $4,676-92.3% | $4,264-91.6% | $6,688-94.6% |
| Admin fee / account holder | $58,456 | $6,221+839.7% | $5,654+934.0% | $13,397+336.3% |