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 | $190,981 | $148,534+28.6% | $135,903+40.5% | $139,434+37.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.52% | 79.19%-64.7pp | 68.23%-53.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,260 | $5,243-56.9% | $4,856-53.5% | $4,751-52.4% |
| Participant deferral / active EE | $1,615 | $8,100-80.1% | $7,758-79.2% | $6,710-75.9% |
| Admin fee / account holder | $3,764 | $12,400-69.6% | $10,762-65.0% | $11,403-67.0% |