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 | $138,101 | $133,922+3.1% | $116,228+18.8% | $142,382-3.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 12.67% | 147.76%-135.1pp | 90.06%-77.4pp | 217.08%-204.4pp |
| Employer contribution / active EE | $5,326 | $3,446+54.6% | $2,994+77.8% | $4,299+23.9% |
| Participant deferral / active EE | $394 | $5,672-93.1% | $4,953-92.0% | $6,507-93.9% |
| Admin fee / account holder | $1,751 | $14,945-88.3% | $11,989-85.4% | $12,624-86.1% |