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 5-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 | $107,178 | $111,754-4.1% | $103,333+3.7% | $145,922-26.6% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 17.92% | 24.77%-6.8pp | 24.88%-7.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,008 | $4,212-76.1% | $3,868-74.0% | $4,660-78.4% |
| Participant deferral / active EE | $1,238 | $5,619-78.0% | $5,057-75.5% | $6,688-81.5% |
| Admin fee / account holder | $1,183 | $9,750-87.9% | $8,355-85.8% | $13,397-91.2% |