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 | $114,173 | $185,822-38.6% | $169,993-32.8% | $139,434-18.1% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 22.05% | 60.50%-38.5pp | 53.37%-31.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,645 | $7,590-78.3% | $6,785-75.8% | $4,751-65.4% |
| Participant deferral / active EE | $2,115 | $11,622-81.8% | $10,408-79.7% | $6,710-68.5% |
| Admin fee / account holder | $869 | $15,381-94.3% | $12,815-93.2% | $11,403-92.4% |