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 9-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 | $142,513 | $154,117-7.5% | $129,995+9.6% | $139,434+2.2% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 13.37% | 32.48%-19.1pp | -137.18%+150.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,542 | $5,289-70.9% | $4,320-64.3% | $4,751-67.5% |
| Participant deferral / active EE | $1,626 | $6,710-75.8% | $5,820-72.1% | $6,710-75.8% |
| Admin fee / account holder | $22,014 | $14,007+57.2% | $10,614+107.4% | $11,403+93.1% |