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 | $185,136 | $65,365+183.2% | $92,893+99.3% | $72,985+153.7% |
| Participation rate | 89.5% | 68.3%+21.2pp | 76.0%+13.5pp | 69.5%+20.0pp |
| Annual return | 17.62% | 42.10%-24.5pp | 109.41%-91.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $14,421 | $2,594+455.9% | $3,653+294.8% | $2,440+491.0% |
| Participant deferral / active EE | $1,079 | $3,128-65.5% | $4,236-74.5% | $3,607-70.1% |
| Admin fee / account holder | $412 | $4,251-90.3% | $5,794-92.9% | $5,124-92.0% |