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 | $213,919 | $154,117+38.8% | $129,995+64.6% | $139,434+53.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 14.70% | 32.48%-17.8pp | -137.18%+151.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $6,944 | $5,289+31.3% | $4,320+60.8% | $4,751+46.2% |
| Participant deferral / active EE | $1,319 | $6,710-80.3% | $5,820-77.3% | $6,710-80.3% |
| Admin fee / account holder | $2,657 | $14,007-81.0% | $10,614-75.0% | $11,403-76.7% |