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 | $114,777 | $100,041+14.7% | $149,718-23.3% | $70,131+63.7% |
| Participation rate | 87.9% | 83.6%+4.3pp | 87.1%+0.8pp | 69.5%+18.3pp |
| Annual return | 14.65% | 27.43%-12.8pp | 1501.63%-1487.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,283 | $3,662-65.0% | $5,445-76.4% | $2,342-45.2% |
| Participant deferral / active EE | $2,303 | $4,983-53.8% | $6,569-64.9% | $3,332-30.9% |
| Admin fee / account holder | $7,677 | $8,286-7.4% | $11,283-32.0% | $4,645+65.3% |