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 | $222,699 | $115,882+92.2% | $100,516+121.6% | $158,922+40.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.88% | 34.79%-18.9pp | 30.89%-15.0pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,970 | $4,103-27.6% | $3,418-13.1% | $4,761-37.6% |
| Participant deferral / active EE | $675 | $6,674-89.9% | $6,270-89.2% | $5,982-88.7% |
| Admin fee / account holder | $989 | $10,995-91.0% | $8,081-87.8% | $11,246-91.2% |