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 | $223,547 | $100,041+123.5% | $149,718+49.3% | $70,131+218.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.97% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $10,547 | $3,662+188.0% | $5,445+93.7% | $2,342+350.2% |
| Participant deferral / active EE | $2,061 | $4,983-58.6% | $6,569-68.6% | $3,332-38.2% |
| Admin fee / account holder | $3,474 | $8,286-58.1% | $11,283-69.2% | $4,645-25.2% |