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 | $198,681 | $105,181+88.9% | $159,436+24.6% | $85,850+131.4% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.8%-4.1pp | 69.3%+9.4pp |
| Annual return | 15.76% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,628 | $5,945-72.6% | $7,352-77.9% | $3,952-58.8% |
| Admin fee / account holder | $5,485 | $6,933-20.9% | $10,799-49.2% | $6,260-12.4% |