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 8-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 | $237,944 | $157,256+51.3% | $141,162+68.6% | $152,861+55.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.18% | 64.32%-40.1pp | 71.39%-47.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $910 | $7,109-87.2% | $6,709-86.4% | $5,850-84.4% |
| Admin fee / account holder | $9,876 | $12,120-18.5% | $10,261-3.8% | $11,596-14.8% |