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 | $120,844 | $209,336-42.3% | $197,124-38.7% | $137,256-12.0% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 17.38% | 48.09%-30.7pp | 44.34%-27.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $9,415 | $6,591+42.9% | $6,227+51.2% | $4,156+126.5% |
| Participant deferral / active EE | $2,203 | $9,614-77.1% | $9,135-75.9% | $6,407-65.6% |
| Admin fee / account holder | $12,941 | $17,308-25.2% | $16,298-20.6% | $12,270+5.5% |