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 | $104,719 | $99,985+4.7% | $146,665-28.6% | $85,850+22.0% |
| Participation rate | 90.5% | 73.1%+17.4pp | 80.1%+10.4pp | 69.3%+21.2pp |
| Annual return | 19.61% | 18.93%+0.7pp | 22.74%-3.1pp | 318.53%-298.9pp |
| Employer contribution / active EE | $3,190 | $2,559+24.7% | $4,136-22.9% | $2,565+24.4% |
| Participant deferral / active EE | $995 | $4,006-75.1% | $5,506-81.9% | $3,952-74.8% |
| Admin fee / account holder | $3,620 | $7,702-53.0% | $10,280-64.8% | $6,260-42.2% |