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 | $154,540 | $89,355+73.0% | $141,162+9.5% | $72,985+111.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.32% | 111.85%-91.5pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $7,808 | $3,114+150.7% | $4,735+64.9% | $2,440+220.0% |
| Participant deferral / active EE | $399 | $5,418-92.6% | $6,709-94.1% | $3,607-88.9% |
| Admin fee / account holder | $13,165 | $5,958+121.0% | $10,261+28.3% | $5,124+156.9% |