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 | $151,517 | $183,519-17.4% | $155,509-2.6% | $145,922+3.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.52% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.8pp |
| Employer contribution / active EE | $10,030 | $5,313+88.8% | $4,672+114.7% | $4,660+115.2% |
| Participant deferral / active EE | $1,308 | $6,462-79.8% | $5,626-76.8% | $6,688-80.4% |
| Admin fee / account holder | $8,011 | $19,313-58.5% | $15,912-49.7% | $13,397-40.2% |