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 | $53,784 | $197,591-72.8% | $177,821-69.8% | $158,922-66.2% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.7%+0.5pp | 82.0%+6.3pp |
| Annual return | 12.55% | 58.76%-46.2pp | 48.32%-35.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,587 | $6,697-61.4% | $5,918-56.3% | $4,761-45.7% |
| Participant deferral / active EE | $2,587 | $8,405-69.2% | $7,714-66.5% | $5,982-56.7% |
| Admin fee / account holder | $32,888 | $15,399+113.6% | $12,427+164.6% | $11,246+192.4% |