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 | $157,796 | $123,793+27.5% | $177,821-11.3% | $79,858+97.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.79% | 22.82%-7.0pp | 48.32%-32.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $7,725 | $4,095+88.6% | $5,918+30.5% | $2,471+212.7% |
| Participant deferral / active EE | $1,368 | $5,956-77.0% | $7,714-82.3% | $3,740-63.4% |
| Admin fee / account holder | $6,406 | $7,243-11.5% | $12,427-48.5% | $5,306+20.7% |