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 | $171,938 | $109,881+56.5% | $150,045+14.6% | $84,808+102.7% |
| Participation rate | 72.9% | 76.1%-3.2pp | 82.3%-9.4pp | 68.3%+4.6pp |
| Annual return | 15.10% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,463 | $3,561+25.3% | $4,693-4.9% | $2,631+69.6% |
| Participant deferral / active EE | $1,500 | $6,636-77.4% | $7,997-81.2% | $4,212-64.4% |
| Admin fee / account holder | $14,953 | $8,568+74.5% | $13,435+11.3% | $7,344+103.6% |