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 | $155,109 | $183,519-15.5% | $155,509-0.3% | $145,922+6.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.94% | 61.17%-41.2pp | 64.67%-44.7pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,920 | $5,313-63.9% | $4,672-58.9% | $4,660-58.8% |
| Participant deferral / active EE | $1,008 | $6,462-84.4% | $5,626-82.1% | $6,688-84.9% |
| Admin fee / account holder | $1,729 | $19,313-91.0% | $15,912-89.1% | $13,397-87.1% |