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 | $89,434 | $106,584-16.1% | $101,326-11.7% | $142,382-37.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.27% | 36.93%-21.7pp | 36.82%-21.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,415 | $3,956-38.9% | $3,665-34.1% | $4,299-43.8% |
| Participant deferral / active EE | $1,967 | $8,297-76.3% | $7,994-75.4% | $6,507-69.8% |
| Admin fee / account holder | $1,227 | $11,446-89.3% | $11,185-89.0% | $12,624-90.3% |