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 | $159,584 | $118,450+34.7% | $98,439+62.1% | $139,434+14.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.32% | 18.94%-0.6pp | 21.16%-2.8pp | 372.94%-354.6pp |
| Employer contribution / active EE | $11,704 | $3,609+224.3% | $3,048+284.0% | $4,751+146.4% |
| Participant deferral / active EE | $1,206 | $5,392-77.6% | $4,738-74.5% | $6,710-82.0% |
| Admin fee / account holder | $39,254 | $14,026+179.9% | $8,948+338.7% | $11,403+244.3% |