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 | $147,691 | $154,117-4.2% | $129,995+13.6% | $139,434+5.9% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 15.95% | 32.48%-16.5pp | -137.18%+153.1pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,368 | $5,289-74.1% | $4,320-68.3% | $4,751-71.2% |
| Participant deferral / active EE | $257 | $6,710-96.2% | $5,820-95.6% | $6,710-96.2% |
| Admin fee / account holder | $507 | $14,007-96.4% | $10,614-95.2% | $11,403-95.6% |