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 | $200,109 | $157,256+27.3% | $141,162+41.8% | $152,861+30.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.01% | 64.32%-36.3pp | 71.39%-43.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $4,139 | $5,261-21.3% | $4,735-12.6% | $4,762-13.1% |
| Participant deferral / active EE | $561 | $7,109-92.1% | $6,709-91.6% | $5,850-90.4% |
| Admin fee / account holder | $4,097 | $12,120-66.2% | $10,261-60.1% | $11,596-64.7% |