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 | $104,270 | $56,277+85.3% | $80,975+28.8% | $62,891+65.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 59.14% | 22.12%+37.0pp | 17.10%+42.0pp | 20.14%+39.0pp |
| Employer contribution / active EE | $15,873 | $1,943+717.0% | $3,714+327.3% | $2,281+595.9% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,633 | $3,741+157.5% | $5,516+74.7% | $4,296+124.3% |