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 | $217,195 | $102,317+112.3% | $146,958+47.8% | $80,856+168.6% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 13.53% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $16,194 | $3,713+336.1% | $4,933+228.3% | $2,755+487.8% |
| Participant deferral / active EE | $2,530 | $6,644-61.9% | $8,070-68.7% | $4,296-41.1% |
| Admin fee / account holder | $688 | $7,941-91.3% | $12,998-94.7% | $6,918-90.1% |