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 | $216,840 | $214,378+1.1% | $200,582+8.1% | $142,382+52.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.59% | 46.41%-32.8pp | 42.33%-28.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,057 | $6,841-26.1% | $6,419-21.2% | $4,299+17.6% |
| Participant deferral / active EE | $2,899 | $9,865-70.6% | $9,331-68.9% | $6,507-55.4% |
| Admin fee / account holder | $23,822 | $17,692+34.6% | $16,305+46.1% | $12,624+88.7% |