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 | $235,295 | $165,984+41.8% | $164,813+42.8% | $145,922+61.2% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 23.26% | 100.03%-76.8pp | 69.93%-46.7pp | 561.29%-538.0pp |
| Employer contribution / active EE | $1,523 | $5,273-71.1% | $4,341-64.9% | $4,660-67.3% |
| Participant deferral / active EE | $1,806 | $6,959-74.0% | $6,031-70.1% | $6,688-73.0% |
| Admin fee / account holder | $1,767 | $16,648-89.4% | $12,690-86.1% | $13,397-86.8% |