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 | $187,427 | $144,119+30.1% | $117,854+59.0% | $147,584+27.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 10.03% | 531.15%-521.1pp | 335.08%-325.0pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,547 | $4,896-68.4% | $3,786-59.1% | $4,876-68.3% |
| Participant deferral / active EE | $1,391 | $5,316-73.8% | $4,482-69.0% | $5,439-74.4% |
| Admin fee / account holder | $6,846 | $10,886-37.1% | $8,020-14.6% | $10,885-37.1% |