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 | $176,492 | $185,822-5.0% | $169,993+3.8% | $139,434+26.6% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 25.27% | 60.50%-35.2pp | 53.37%-28.1pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,576 | $7,590-66.1% | $6,785-62.0% | $4,751-45.8% |
| Participant deferral / active EE | $2,610 | $11,622-77.5% | $10,408-74.9% | $6,710-61.1% |
| Admin fee / account holder | $978 | $15,381-93.6% | $12,815-92.4% | $11,403-91.4% |