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 | $160,272 | $109,359+46.6% | $162,163-1.2% | $72,985+119.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.01% | 25.46%-2.5pp | 115.59%-92.6pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,959 | $3,907-24.3% | $5,614-47.3% | $2,440+21.3% |
| Participant deferral / active EE | $2,074 | $5,481-62.2% | $7,298-71.6% | $3,607-42.5% |
| Admin fee / account holder | $7,375 | $7,972-7.5% | $10,843-32.0% | $5,124+43.9% |