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 | $97,301 | $100,041-2.7% | $149,718-35.0% | $70,131+38.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.10% | 27.43%-14.3pp | 1501.63%-1488.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $6,347 | $3,662+73.3% | $5,445+16.6% | $2,342+171.0% |
| Participant deferral / active EE | $1,932 | $4,983-61.2% | $6,569-70.6% | $3,332-42.0% |
| Admin fee / account holder | $6,935 | $8,286-16.3% | $11,283-38.5% | $4,645+49.3% |