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 | $238,762 | $214,378+11.4% | $200,582+19.0% | $142,382+67.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.16% | 46.41%-31.2pp | 42.33%-27.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,957 | $6,841-56.8% | $6,419-53.9% | $4,299-31.2% |
| Participant deferral / active EE | $1,869 | $9,865-81.1% | $9,331-80.0% | $6,507-71.3% |
| Admin fee / account holder | $7,926 | $17,692-55.2% | $16,305-51.4% | $12,624-37.2% |