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 | $67,266 | $65,409+2.8% | $98,442-31.7% | $85,850-21.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 28.21% | 21.76%+6.5pp | 1492.73%-1464.5pp | 318.53%-290.3pp |
| Employer contribution / active EE | $3,583 | $2,168+65.3% | $2,960+21.0% | $2,565+39.7% |
| Participant deferral / active EE | $395 | $3,166-87.5% | $4,276-90.8% | $3,952-90.0% |
| Admin fee / account holder | $8,151 | $4,593+77.5% | $5,949+37.0% | $6,260+30.2% |