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 | $172,103 | $132,239+30.1% | $105,722+62.8% | $273,961-37.2% |
| Participation rate | 90.5% | 83.2%+7.3pp | 78.9%+11.6pp | 83.0%+7.5pp |
| Annual return | 5.09% | 10.07%-5.0pp | 12.25%-7.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $13,498 | $4,867+177.4% | $4,079+230.9% | $4,869+177.2% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $41,296 | $12,032+243.2% | $8,308+397.1% | $10,132+307.6% |