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 | $187,722 | $124,425+50.9% | $112,040+67.5% | $137,256+36.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.73% | 24.72%-12.0pp | 24.52%-11.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,233 | $3,411-63.9% | $2,954-58.3% | $4,156-70.3% |
| Participant deferral / active EE | $1,669 | $5,718-70.8% | $5,098-67.3% | $6,407-73.9% |
| Admin fee / account holder | $31,053 | $15,207+104.2% | $12,098+156.7% | $12,270+153.1% |