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 | $125,300 | $197,591-36.6% | $177,821-29.5% | $158,922-21.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.78% | 58.76%-41.0pp | 48.32%-30.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,551 | $6,697-61.9% | $5,918-56.9% | $4,761-46.4% |
| Participant deferral / active EE | $2,626 | $8,405-68.8% | $7,714-66.0% | $5,982-56.1% |
| Admin fee / account holder | $1,113 | $15,399-92.8% | $12,427-91.0% | $11,246-90.1% |