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 | $117,172 | $112,881+3.8% | $90,951+28.8% | $158,922-26.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.92% | 215.79%-204.9pp | 134.60%-123.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,664 | $2,893-42.5% | $2,122-21.6% | $4,761-65.0% |
| Participant deferral / active EE | $942 | $4,128-77.2% | $3,373-72.1% | $5,982-84.3% |
| Admin fee / account holder | $338 | $8,041-95.8% | $5,959-94.3% | $11,246-97.0% |