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 | $184,585 | $111,754+65.2% | $103,333+78.6% | $145,922+26.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.46% | 24.77%-4.3pp | 24.88%-4.4pp | 561.29%-540.8pp |
| Employer contribution / active EE | $1,478 | $4,212-64.9% | $3,868-61.8% | $4,660-68.3% |
| Participant deferral / active EE | $291 | $5,619-94.8% | $5,057-94.3% | $6,688-95.7% |
| Admin fee / account holder | $761 | $9,750-92.2% | $8,355-90.9% | $13,397-94.3% |