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 | $208,539 | $96,484+116.1% | $75,886+174.8% | $152,861+36.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.4%+3.3pp |
| Annual return | 12.75% | 33.98%-21.2pp | 30.76%-18.0pp | 345.32%-332.6pp |
| Employer contribution / active EE | $2,099 | $3,309-36.6% | $2,500-16.1% | $4,762-55.9% |
| Participant deferral / active EE | $835 | $4,553-81.7% | $3,603-76.8% | $5,850-85.7% |
| Admin fee / account holder | $655 | $8,078-91.9% | $5,418-87.9% | $11,596-94.4% |