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 | $178,609 | $83,477+114.0% | $125,175+42.7% | $72,985+144.7% |
| Participation rate | 84.8% | 73.3%+11.5pp | 79.8%+5.1pp | 69.5%+15.4pp |
| Annual return | 25.28% | 25.78%-0.5pp | 43.79%-18.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $847 | $3,585-76.4% | $4,937-82.8% | $3,607-76.5% |
| Admin fee / account holder | $6,308 | $5,517+14.3% | $9,702-35.0% | $5,124+23.1% |