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 | $136,214 | $152,587-10.7% | $125,175+8.8% | $152,861-10.9% |
| Participation rate | 78.6% | 83.3%-4.8pp | 79.8%-1.2pp | 82.4%-3.9pp |
| Annual return | 20.34% | 54.84%-34.5pp | 43.79%-23.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,457 | $4,946-70.5% | $3,865-62.3% | $4,762-69.4% |
| Participant deferral / active EE | $1,723 | $5,868-70.6% | $4,937-65.1% | $5,850-70.6% |
| Admin fee / account holder | $1,564 | $13,434-88.4% | $9,702-83.9% | $11,596-86.5% |