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 | $184,339 | $114,381+61.2% | $107,525+71.4% | $142,382+29.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.83% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,125 | $4,015-72.0% | $3,754-70.0% | $4,299-73.8% |
| Participant deferral / active EE | $1,424 | $5,564-74.4% | $5,116-72.2% | $6,507-78.1% |
| Admin fee / account holder | $28,935 | $9,860+193.5% | $8,919+224.4% | $12,624+129.2% |