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 | $192,206 | $124,319+54.6% | $111,297+72.7% | $167,490+14.8% |
| Participation rate | 94.4% | 79.6%+14.8pp | 77.3%+17.1pp | 82.1%+12.3pp |
| Annual return | 27.56% | 37.44%-9.9pp | 54.65%-27.1pp | 478.56%-451.0pp |
| Employer contribution / active EE | $6,944 | $3,435+102.1% | $2,731+154.3% | $4,837+43.6% |
| Participant deferral / active EE | $1,377 | $5,180-73.4% | $4,487-69.3% | $6,341-78.3% |
| Admin fee / account holder | $5,461 | $10,618-48.6% | $7,964-31.4% | $12,309-55.6% |