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 | $158,343 | $106,584+48.6% | $101,326+56.3% | $142,382+11.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.08% | 36.93%-23.8pp | 36.82%-23.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,194 | $3,956-69.8% | $3,665-67.4% | $4,299-72.2% |
| Participant deferral / active EE | $1,368 | $8,297-83.5% | $7,994-82.9% | $6,507-79.0% |
| Admin fee / account holder | $19,470 | $11,446+70.1% | $11,185+74.1% | $12,624+54.2% |