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 | $141,724 | $125,758+12.7% | $169,993-16.6% | $75,163+88.6% |
| Participation rate | 86.1% | 83.6%+2.5pp | 87.0%-0.9pp | 67.2%+18.9pp |
| Annual return | 20.48% | 27.20%-6.7pp | 53.37%-32.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $3,287 | $4,615-28.8% | $6,785-51.6% | $2,670+23.1% |
| Participant deferral / active EE | $2,502 | $6,837-63.4% | $10,408-76.0% | $4,125-39.3% |
| Admin fee / account holder | $880 | $8,173-89.2% | $12,815-93.1% | $5,651-84.4% |