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 | $194,972 | $167,484+16.4% | $151,611+28.6% | $134,475+45.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.36% | 7.80%-22.2pp | 3.33%-17.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $10,828 | $6,829+58.6% | $6,166+75.6% | $4,740+128.5% |
| Participant deferral / active EE | $3,084 | $8,986-65.7% | $8,363-63.1% | $6,400-51.8% |
| Admin fee / account holder | $22,301 | $13,783+61.8% | $11,616+92.0% | $11,426+95.2% |