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 | $136,721 | $95,453+43.2% | $112,040+22.0% | $82,448+65.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.13% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,330 | $2,318+43.7% | $2,954+12.7% | $2,551+30.5% |
| Participant deferral / active EE | $1,926 | $4,224-54.4% | $5,098-62.2% | $4,139-53.5% |
| Admin fee / account holder | $25,184 | $9,013+179.4% | $12,098+108.2% | $7,234+248.1% |