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 | $224,523 | $106,515+110.8% | $96,683+132.2% | $139,434+61.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.23% | 38.43%-25.2pp | 35.69%-22.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,835 | $4,103-55.3% | $3,737-50.9% | $4,751-61.4% |
| Participant deferral / active EE | $935 | $5,454-82.9% | $4,878-80.8% | $6,710-86.1% |
| Admin fee / account holder | $982 | $7,877-87.5% | $6,730-85.4% | $11,403-91.4% |