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 | $104,568 | $102,604+1.9% | $86,188+21.3% | $139,434-25.0% |
| Participation rate | 90.5% | 74.5%+16.0pp | 69.0%+21.5pp | 80.3%+10.2pp |
| Annual return | 12.68% | 1922.51%-1909.8pp | 1168.45%-1155.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $16,667 | $3,032+449.6% | $2,380+600.2% | $4,751+250.8% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $618 | $8,657-92.9% | $6,852-91.0% | $11,403-94.6% |