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 | $105,244 | $185,822-43.4% | $169,993-38.1% | $139,434-24.5% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 13.79% | 60.50%-46.7pp | 53.37%-39.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,881 | $7,590-75.2% | $6,785-72.3% | $4,751-60.4% |
| Participant deferral / active EE | $2,870 | $11,622-75.3% | $10,408-72.4% | $6,710-57.2% |
| Admin fee / account holder | $2,014 | $15,381-86.9% | $12,815-84.3% | $11,403-82.3% |