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 | $132,429 | $137,414-3.6% | $189,513-30.1% | $85,850+54.3% |
| Participation rate | 97.1% | 84.6%+12.5pp | 87.8%+9.3pp | 69.3%+27.8pp |
| Annual return | 19.75% | 38.14%-18.4pp | 555.15%-535.4pp | 318.53%-298.8pp |
| Employer contribution / active EE | $3,253 | $4,344-25.1% | $6,162-47.2% | $2,565+26.8% |
| Participant deferral / active EE | $2,307 | $6,260-63.1% | $8,221-71.9% | $3,952-41.6% |
| Admin fee / account holder | $2,203 | $8,630-74.5% | $12,045-81.7% | $6,260-64.8% |