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 | $108,341 | $63,346+71.0% | $92,233+17.5% | $70,131+54.5% |
| Participation rate | 71.9% | 68.7%+3.2pp | 76.5%-4.6pp | 69.5%+2.3pp |
| Annual return | 20.98% | 530.12%-509.1pp | 176.28%-155.3pp | 73.14%-52.2pp |
| Employer contribution / active EE | $9,866 | $2,471+299.2% | $3,679+168.1% | $2,342+321.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,776 | $3,840-1.7% | $5,194-27.3% | $4,645-18.7% |