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 | $167,239 | $197,591-15.4% | $177,821-6.0% | $158,922+5.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.00% | 58.76%-48.8pp | 48.32%-38.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $6,535 | $6,697-2.4% | $5,918+10.4% | $4,761+37.3% |
| Participant deferral / active EE | $2,644 | $8,405-68.5% | $7,714-65.7% | $5,982-55.8% |
| Admin fee / account holder | $3,071 | $15,399-80.1% | $12,427-75.3% | $11,246-72.7% |