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 | $184,119 | $107,452+71.3% | $91,541+101.1% | $142,382+29.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.34% | 22.06%-2.7pp | 20.50%-1.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $650 | $2,994-78.3% | $2,505-74.0% | $4,299-84.9% |
| Participant deferral / active EE | $813 | $4,754-82.9% | $4,008-79.7% | $6,507-87.5% |
| Admin fee / account holder | $48,457 | $8,834+448.5% | $6,956+596.6% | $12,624+283.9% |