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 | $139,381 | $183,519-24.1% | $155,509-10.4% | $145,922-4.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.96% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,394 | $5,313-36.1% | $4,672-27.4% | $4,660-27.2% |
| Participant deferral / active EE | $1,417 | $6,462-78.1% | $5,626-74.8% | $6,688-78.8% |
| Admin fee / account holder | $2,505 | $19,313-87.0% | $15,912-84.3% | $13,397-81.3% |