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 | $178,019 | $94,752+87.9% | $112,887+57.7% | $139,434+27.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 24.32% | 40.88%-16.6pp | 34.10%-9.8pp | 372.94%-348.6pp |
| Employer contribution / active EE | $6,062 | $4,625+31.1% | $4,563+32.8% | $4,751+27.6% |
| Participant deferral / active EE | $0 | $6,512-100.0% | $6,513-100.0% | $6,710-100.0% |
| Admin fee / account holder | $3,149 | $8,527-63.1% | $7,047-55.3% | $11,403-72.4% |