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 | $154,550 | $99,918+54.7% | $81,382+89.9% | $145,922+5.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 13.16% | 34.32%-21.2pp | 24.73%-11.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,273 | $2,978-23.7% | $2,463-7.7% | $4,660-51.2% |
| Participant deferral / active EE | $790 | $4,605-82.8% | $3,883-79.7% | $6,688-88.2% |
| Admin fee / account holder | $1,030 | $8,212-87.5% | $5,768-82.1% | $13,397-92.3% |