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 | $152,914 | $95,803+59.6% | $113,168+35.1% | $84,808+80.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 22.21% | 25.00%-2.8pp | 24.27%-2.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $3,401 | $2,360+44.1% | $2,975+14.3% | $2,631+29.3% |
| Participant deferral / active EE | $1,919 | $4,242-54.8% | $5,107-62.4% | $4,212-54.4% |
| Admin fee / account holder | $14,112 | $8,989+57.0% | $12,068+16.9% | $7,344+92.2% |