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 | $209,069 | $132,634+57.6% | $115,768+80.6% | $137,256+52.3% |
| Participation rate | 78.3% | 77.9%+0.4pp | 74.4%+3.9pp | 80.0%-1.7pp |
| Annual return | 10.15% | 160.70%-150.6pp | 100.46%-90.3pp | 220.34%-210.2pp |
| Employer contribution / active EE | $8,696 | $3,360+158.8% | $2,940+195.8% | $4,156+109.2% |
| Participant deferral / active EE | $83 | $5,619-98.5% | $4,917-98.3% | $6,407-98.7% |
| Admin fee / account holder | $93,552 | $15,028+522.5% | $12,439+652.1% | $12,270+662.4% |