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 | $158,741 | $100,754+57.6% | $86,677+83.1% | $134,475+18.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.58% | 29.04%-43.6pp | 35.91%-50.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,125 | $3,489-10.4% | $2,836+10.2% | $4,740-34.1% |
| Participant deferral / active EE | $1,577 | $5,338-70.5% | $4,656-66.1% | $6,400-75.4% |
| Admin fee / account holder | $15,256 | $10,926+39.6% | $7,493+103.6% | $11,426+33.5% |