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 | $204,856 | $115,882+76.8% | $100,516+103.8% | $158,922+28.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.73% | 34.79%-21.1pp | 30.89%-17.2pp | 302.83%-289.1pp |
| Employer contribution / active EE | $925 | $4,103-77.4% | $3,418-72.9% | $4,761-80.6% |
| Participant deferral / active EE | $1,139 | $6,674-82.9% | $6,270-81.8% | $5,982-81.0% |
| Admin fee / account holder | $1,135 | $10,995-89.7% | $8,081-86.0% | $11,246-89.9% |