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 | $209,569 | $110,257+90.1% | $96,544+117.1% | $139,434+50.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 20.47% | 26.32%-5.8pp | 25.84%-5.4pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,250 | $3,620-65.5% | $2,965-57.8% | $4,751-73.7% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $4,851-100.0% | $6,710-100.0% |
| Admin fee / account holder | $11,300 | $11,591-2.5% | $8,252+36.9% | $11,403-0.9% |