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 | $165,372 | $209,336-21.0% | $197,124-16.1% | $137,256+20.5% |
| Participation rate | 94.7% | 87.3%+7.4pp | 86.7%+8.0pp | 80.0%+14.8pp |
| Annual return | 12.44% | 48.09%-35.7pp | 44.34%-31.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,579 | $6,591-76.0% | $6,227-74.6% | $4,156-62.0% |
| Participant deferral / active EE | $2,006 | $9,614-79.1% | $9,135-78.0% | $6,407-68.7% |
| Admin fee / account holder | $8,868 | $17,308-48.8% | $16,298-45.6% | $12,270-27.7% |