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 | $207,737 | $183,519+13.2% | $155,509+33.6% | $145,922+42.4% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 17.05% | 61.17%-44.1pp | 64.67%-47.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $4,725 | $5,313-11.1% | $4,672+1.1% | $4,660+1.4% |
| Participant deferral / active EE | $1,125 | $6,462-82.6% | $5,626-80.0% | $6,688-83.2% |
| Admin fee / account holder | $2,141 | $19,313-88.9% | $15,912-86.5% | $13,397-84.0% |