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 | $104,911 | $77,419+35.5% | $69,455+51.0% | $152,861-31.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.22% | 39.06%-15.8pp | 28.97%-5.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $11,745 | $3,315+254.3% | $2,779+322.6% | $4,762+146.6% |
| Participant deferral / active EE | $404 | $4,414-90.8% | $3,535-88.6% | $5,850-93.1% |
| Admin fee / account holder | $735 | $6,207-88.2% | $3,839-80.8% | $11,596-93.7% |