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 | $209,170 | $112,881+85.3% | $90,951+130.0% | $158,922+31.6% |
| Participation rate | 88.2% | 74.7%+13.5pp | 69.0%+19.2pp | 82.0%+6.3pp |
| Annual return | 10.08% | 215.79%-205.7pp | 134.60%-124.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $8,824 | $2,893+205.0% | $2,122+315.8% | $4,761+85.3% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,255 | $8,041-84.4% | $5,959-78.9% | $11,246-88.8% |