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 | $150,524 | $115,770+30.0% | $101,248+48.7% | $158,922-5.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.79% | 56.14%-47.3pp | 46.47%-37.7pp | 302.83%-294.0pp |
| Employer contribution / active EE | $6,667 | $4,175+59.7% | $3,660+82.2% | $4,761+40.0% |
| Participant deferral / active EE | $1,003 | $4,957-79.8% | $4,370-77.0% | $5,982-83.2% |
| Admin fee / account holder | $5,798 | $7,245-20.0% | $5,945-2.5% | $11,246-48.4% |