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 | $192,685 | $211,958-9.1% | $169,463+13.7% | $135,375+42.3% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | 20.32% | 3.26%+17.1pp | 1.83%+18.5pp | 519.73%-499.4pp |
| Employer contribution / active EE | $6,250 | $5,120+22.1% | $4,159+50.3% | $4,779+30.8% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,632 | $11,471-68.3% | $9,109-60.1% | $10,827-66.5% |