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 | $220,839 | $117,841+87.4% | $102,423+115.6% | $145,922+51.3% |
| Participation rate | 86.4% | 78.6%+7.8pp | 76.5%+9.9pp | 80.3%+6.1pp |
| Annual return | 11.46% | 31.65%-20.2pp | 29.32%-17.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $9,091 | $3,615+151.5% | $3,023+200.7% | $4,660+95.1% |
| Participant deferral / active EE | $642 | $5,731-88.8% | $5,053-87.3% | $6,688-90.4% |
| Admin fee / account holder | $8,784 | $13,326-34.1% | $9,451-7.1% | $13,397-34.4% |