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 | $167,143 | $111,754+49.6% | $103,333+61.8% | $145,922+14.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.12% | 24.77%-15.6pp | 24.88%-15.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,182 | $4,212-48.2% | $3,868-43.6% | $4,660-53.2% |
| Participant deferral / active EE | $382 | $5,619-93.2% | $5,057-92.5% | $6,688-94.3% |
| Admin fee / account holder | $1,220 | $9,750-87.5% | $8,355-85.4% | $13,397-90.9% |