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 | $160,958 | $127,065+26.7% | $113,168+42.2% | $142,382+13.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.01% | 24.03%-13.0pp | 24.27%-13.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,763 | $3,442-48.8% | $2,975-40.8% | $4,299-59.0% |
| Participant deferral / active EE | $1,562 | $5,716-72.7% | $5,107-69.4% | $6,507-76.0% |
| Admin fee / account holder | $1,322 | $15,736-91.6% | $12,068-89.0% | $12,624-89.5% |