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 | $134,599 | $124,281+8.3% | $109,143+23.3% | $167,490-19.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 11.03% | 26.04%-15.0pp | 25.75%-14.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $7,461 | $4,207+77.3% | $3,722+100.5% | $4,837+54.2% |
| Participant deferral / active EE | $788 | $5,255-85.0% | $4,653-83.1% | $6,341-87.6% |
| Admin fee / account holder | $1,715 | $7,970-78.5% | $6,752-74.6% | $12,309-86.1% |