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 | $218,014 | $77,813+180.2% | $123,544+76.5% | $64,186+239.7% |
| Participation rate | 78.8% | 74.7%+4.1pp | 82.3%-3.5pp | 69.6%+9.2pp |
| Annual return | -5.25% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $5,756 | $3,014+91.0% | $4,628+24.4% | $2,381+141.8% |
| Participant deferral / active EE | $1,863 | $5,240-64.5% | $6,426-71.0% | $3,470-46.3% |
| Admin fee / account holder | $1,670 | $5,519-69.7% | $9,284-82.0% | $4,888-65.8% |