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 | $122,991 | $63,346+94.2% | $92,233+33.3% | $70,131+75.4% |
| Participation rate | 88.9% | 68.7%+20.2pp | 76.5%+12.4pp | 69.5%+19.3pp |
| Annual return | 12.55% | 530.12%-517.6pp | 176.28%-163.7pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,389 | $2,471-43.8% | $3,679-62.3% | $2,342-40.7% |
| Participant deferral / active EE | $282 | $2,854-90.1% | $3,897-92.8% | $3,332-91.5% |
| Admin fee / account holder | $2,269 | $3,840-40.9% | $5,194-56.3% | $4,645-51.2% |