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 | $236,901 | $109,881+115.6% | $150,045+57.9% | $84,808+179.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.05% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $16,043 | $3,561+350.5% | $4,693+241.8% | $2,631+509.8% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $10,226 | $8,568+19.4% | $13,435-23.9% | $7,344+39.3% |