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 | $141,363 | $81,208+74.1% | $98,907+42.9% | $79,858+77.0% |
| Participation rate | 94.2% | 72.5%+21.7pp | 76.0%+18.2pp | 69.6%+24.6pp |
| Annual return | 15.48% | 60.99%-45.5pp | 196.43%-181.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $8,331 | $1,960+325.1% | $2,689+209.8% | $2,471+237.2% |
| Participant deferral / active EE | $273 | $3,265-91.6% | $4,244-93.6% | $3,740-92.7% |
| Admin fee / account holder | $597 | $6,013-90.1% | $6,642-91.0% | $5,306-88.7% |