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 | $123,217 | $183,963-33.0% | $162,163-24.0% | $152,861-19.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 18.97% | 150.76%-131.8pp | 115.59%-96.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,284 | $6,371-64.1% | $5,614-59.3% | $4,762-52.0% |
| Participant deferral / active EE | $2,391 | $8,034-70.2% | $7,298-67.2% | $5,850-59.1% |
| Admin fee / account holder | $6,877 | $13,121-47.6% | $10,843-36.6% | $11,596-40.7% |