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 | $125,898 | $157,256-19.9% | $141,162-10.8% | $152,861-17.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 19.99% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $14,083 | $5,261+167.7% | $4,735+197.4% | $4,762+195.7% |
| Participant deferral / active EE | $1,274 | $7,109-82.1% | $6,709-81.0% | $5,850-78.2% |
| Admin fee / account holder | $19,961 | $12,120+64.7% | $10,261+94.5% | $11,596+72.1% |