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 | $89,572 | $197,591-54.7% | $177,821-49.6% | $158,922-43.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 18.38% | 58.76%-40.4pp | 48.32%-29.9pp | 302.83%-284.4pp |
| Employer contribution / active EE | $3,222 | $6,697-51.9% | $5,918-45.6% | $4,761-32.3% |
| Participant deferral / active EE | $3,030 | $8,405-64.0% | $7,714-60.7% | $5,982-49.4% |
| Admin fee / account holder | $781 | $15,399-94.9% | $12,427-93.7% | $11,246-93.1% |