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 | $220,416 | $117,841+87.0% | $102,423+115.2% | $145,922+51.1% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.4pp |
| Annual return | 11.23% | 31.65%-20.4pp | 29.32%-18.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,109 | $3,615+13.7% | $3,023+35.9% | $4,660-11.8% |
| Participant deferral / active EE | $1,644 | $5,731-71.3% | $5,053-67.5% | $6,688-75.4% |
| Admin fee / account holder | $6,025 | $13,326-54.8% | $9,451-36.2% | $13,397-55.0% |