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 | $217,337 | $214,378+1.4% | $200,582+8.4% | $142,382+52.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.81% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $7,352 | $6,841+7.5% | $6,419+14.5% | $4,299+71.0% |
| Participant deferral / active EE | $2,967 | $9,865-69.9% | $9,331-68.2% | $6,507-54.4% |
| Admin fee / account holder | $2,909 | $17,692-83.6% | $16,305-82.2% | $12,624-77.0% |