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 7-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 | $217,444 | $127,065+71.1% | $113,168+92.1% | $142,382+52.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.20% | 24.03%-8.8pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,833 | $3,442-46.7% | $2,975-38.4% | $4,299-57.4% |
| Participant deferral / active EE | $744 | $5,716-87.0% | $5,107-85.4% | $6,507-88.6% |
| Admin fee / account holder | $1,215 | $15,736-92.3% | $12,068-89.9% | $12,624-90.4% |