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 | $158,623 | $185,822-14.6% | $169,993-6.7% | $139,434+13.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.71% | 60.50%-39.8pp | 53.37%-32.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $10,360 | $7,590+36.5% | $6,785+52.7% | $4,751+118.1% |
| Participant deferral / active EE | $1,074 | $11,622-90.8% | $10,408-89.7% | $6,710-84.0% |
| Admin fee / account holder | $611 | $15,381-96.0% | $12,815-95.2% | $11,403-94.6% |