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 | $114,365 | $123,793-7.6% | $177,821-35.7% | $79,858+43.2% |
| Participation rate | 86.2% | 84.7%+1.6pp | 87.7%-1.5pp | 69.6%+16.6pp |
| Annual return | 11.92% | 22.82%-10.9pp | 48.32%-36.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,446 | $4,095-15.9% | $5,918-41.8% | $2,471+39.5% |
| Participant deferral / active EE | $2,054 | $5,956-65.5% | $7,714-73.4% | $3,740-45.1% |
| Admin fee / account holder | $5,932 | $7,243-18.1% | $12,427-52.3% | $5,306+11.8% |