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 | $106,914 | $197,591-45.9% | $177,821-39.9% | $158,922-32.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 9.90% | 58.76%-48.9pp | 48.32%-38.4pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,983 | $6,697-70.4% | $5,918-66.5% | $4,761-58.4% |
| Participant deferral / active EE | $2,362 | $8,405-71.9% | $7,714-69.4% | $5,982-60.5% |
| Admin fee / account holder | $2,369 | $15,399-84.6% | $12,427-80.9% | $11,246-78.9% |