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 | $132,870 | $165,335-19.6% | $149,696-11.2% | $158,922-16.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 17.40% | 348.15%-330.7pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $4,689 | $5,103-8.1% | $4,644+1.0% | $4,761-1.5% |
| Participant deferral / active EE | $1,205 | $7,181-83.2% | $6,842-82.4% | $5,982-79.9% |
| Admin fee / account holder | $7,935 | $10,807-26.6% | $9,309-14.8% | $11,246-29.4% |