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 | $170,574 | $201,272-15.3% | $184,203-7.4% | $145,922+16.9% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 19.75% | 29.00%-9.3pp | 28.81%-9.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $8,889 | $7,022+26.6% | $6,427+38.3% | $4,660+90.8% |
| Participant deferral / active EE | $2,541 | $9,806-74.1% | $9,131-72.2% | $6,688-62.0% |
| Admin fee / account holder | $1,585 | $16,364-90.3% | $13,901-88.6% | $13,397-88.2% |