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 | $99,218 | $103,376-4.0% | $87,100+13.9% | $152,861-35.1% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 24.36% | 28.10%-3.7pp | 28.19%-3.8pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,282 | $3,220-60.2% | $2,521-49.2% | $4,762-73.1% |
| Participant deferral / active EE | $1,355 | $4,778-71.6% | $4,049-66.5% | $5,850-76.8% |
| Admin fee / account holder | $1,437 | $12,205-88.2% | $7,497-80.8% | $11,596-87.6% |