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 | $170,226 | $177,572-4.1% | $154,803+10.0% | $142,382+19.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.23% | 65.07%-52.8pp | 58.88%-46.7pp | 217.08%-204.8pp |
| Employer contribution / active EE | $895 | $4,810-81.4% | $4,305-79.2% | $4,299-79.2% |
| Participant deferral / active EE | $475 | $6,272-92.4% | $5,540-91.4% | $6,507-92.7% |
| Admin fee / account holder | $542 | $16,786-96.8% | $14,329-96.2% | $12,624-95.7% |