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 | $136,005 | $238,490-43.0% | $180,183-24.5% | $142,382-4.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 19.59% | 33.56%-14.0pp | 27.86%-8.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,959 | $6,143-19.3% | $5,039-1.6% | $4,299+15.3% |
| Participant deferral / active EE | $1,401 | $7,996-82.5% | $6,822-79.5% | $6,507-78.5% |
| Admin fee / account holder | $807 | $28,866-97.2% | $19,975-96.0% | $12,624-93.6% |