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 | $183,539 | $103,376+77.5% | $87,100+110.7% | $152,861+20.1% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 22.64% | 28.10%-5.5pp | 28.19%-5.6pp | 345.32%-322.7pp |
| Employer contribution / active EE | $6,667 | $3,220+107.0% | $2,521+164.4% | $4,762+40.0% |
| Participant deferral / active EE | $911 | $4,778-80.9% | $4,049-77.5% | $5,850-84.4% |
| Admin fee / account holder | $2,337 | $12,205-80.9% | $7,497-68.8% | $11,596-79.8% |