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 | $233,856 | $81,460+187.1% | $103,333+126.3% | $80,856+189.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 22.72% | 25.55%-2.8pp | 24.88%-2.2pp | 35.59%-12.9pp |
| Employer contribution / active EE | $13,975 | $3,105+350.0% | $3,868+261.3% | $2,755+407.3% |
| Participant deferral / active EE | $1,348 | $3,869-65.2% | $5,057-73.3% | $4,296-68.6% |
| Admin fee / account holder | $2,446 | $6,566-62.7% | $8,355-70.7% | $6,918-64.6% |