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 | $173,747 | $89,753+93.6% | $107,525+61.6% | $84,808+104.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.80% | 29.48%-15.7pp | 181.32%-167.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $8,471 | $3,113+172.1% | $3,754+125.7% | $2,631+222.0% |
| Participant deferral / active EE | $1,207 | $4,056-70.3% | $5,116-76.4% | $4,212-71.4% |
| Admin fee / account holder | $14,558 | $7,222+101.6% | $8,919+63.2% | $7,344+98.2% |