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 | $197,686 | $146,267+35.2% | $197,124+0.3% | $82,448+139.8% |
| Participation rate | 73.1% | 84.0%-10.9pp | 86.7%-13.6pp | 68.1%+5.0pp |
| Annual return | 27.38% | 29.61%-2.2pp | 44.34%-17.0pp | 41.64%-14.3pp |
| Employer contribution / active EE | $4,398 | $4,723-6.9% | $6,227-29.4% | $2,551+72.4% |
| Participant deferral / active EE | $3,052 | $7,035-56.6% | $9,135-66.6% | $4,139-26.3% |
| Admin fee / account holder | $67,978 | $14,422+371.4% | $16,298+317.1% | $7,234+839.7% |