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 | $200,105 | $100,970+98.2% | $96,576+107.2% | $137,256+45.8% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 22.99% | 38.16%-15.2pp | 38.47%-15.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $247 | $3,809-93.5% | $3,553-93.0% | $4,156-94.1% |
| Participant deferral / active EE | $783 | $8,286-90.5% | $7,956-90.2% | $6,407-87.8% |
| Admin fee / account holder | $6,871 | $11,312-39.3% | $11,381-39.6% | $12,270-44.0% |