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 | $208,604 | $87,013+139.7% | $106,213+96.4% | $80,856+158.0% |
| Participation rate | 94.0% | 70.4%+23.6pp | 75.3%+18.7pp | 67.6%+26.4pp |
| Annual return | 14.03% | 17.05%-3.0pp | 116.14%-102.1pp | 35.59%-21.6pp |
| Employer contribution / active EE | $10,437 | $2,395+335.8% | $3,171+229.1% | $2,755+278.9% |
| Participant deferral / active EE | $1,679 | $3,986-57.9% | $5,016-66.5% | $4,296-60.9% |
| Admin fee / account holder | $4,196 | $8,431-50.2% | $11,033-62.0% | $6,918-39.3% |