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 | $177,400 | $197,591-10.2% | $177,821-0.2% | $158,922+11.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.65% | 58.76%-49.1pp | 48.32%-38.7pp | 302.83%-293.2pp |
| Employer contribution / active EE | $6,879 | $6,697+2.7% | $5,918+16.2% | $4,761+44.5% |
| Participant deferral / active EE | $1,469 | $8,405-82.5% | $7,714-81.0% | $5,982-75.4% |
| Admin fee / account holder | $35,094 | $15,399+127.9% | $12,427+182.4% | $11,246+212.1% |