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 | $93,051 | $84,696+9.9% | $75,696+22.9% | $167,490-44.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.17% | 199.36%-185.2pp | 104.53%-90.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $15,061 | $3,230+366.3% | $2,743+449.1% | $4,837+211.3% |
| Participant deferral / active EE | $112 | $4,580-97.6% | $3,821-97.1% | $6,341-98.2% |
| Admin fee / account holder | $63,136 | $5,355+1079.0% | $3,619+1644.5% | $12,309+412.9% |