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 | $211,883 | $176,812+19.8% | $146,665+44.5% | $167,490+26.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.27% | 24.03%-14.8pp | 22.74%-13.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $11,451 | $5,160+121.9% | $4,136+176.8% | $4,837+136.7% |
| Participant deferral / active EE | $960 | $6,440-85.1% | $5,506-82.6% | $6,341-84.9% |
| Admin fee / account holder | $2,381 | $13,259-82.0% | $10,280-76.8% | $12,309-80.7% |