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 | $218,947 | $127,386+71.9% | $115,037+90.3% | $125,391+74.6% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | 0.37% | 31.28%-30.9pp | 26.14%-25.8pp | 282.22%-281.9pp |
| Employer contribution / active EE | $9,612 | $5,166+86.1% | $4,608+108.6% | $4,866+97.5% |
| Participant deferral / active EE | $1,706 | $6,423-73.4% | $6,026-71.7% | $5,352-68.1% |
| Admin fee / account holder | $2,235 | $9,516-76.5% | $8,175-72.7% | $9,540-76.6% |