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 | $246,695 | $63,346+289.4% | $92,233+167.5% | $70,131+251.8% |
| Participation rate | 88.5% | 68.7%+19.8pp | 76.5%+12.0pp | 69.5%+18.9pp |
| Annual return | 13.41% | 530.12%-516.7pp | 176.28%-162.9pp | 73.14%-59.7pp |
| Employer contribution / active EE | $12,342 | $2,471+399.5% | $3,679+235.4% | $2,342+426.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $27,574 | $3,840+618.0% | $5,194+430.9% | $4,645+493.6% |