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 | $137,428 | $201,272-31.7% | $184,203-25.4% | $145,922-5.8% |
| Participation rate | 89.5% | 87.5%+2.0pp | 86.8%+2.7pp | 80.3%+9.2pp |
| Annual return | 15.90% | 29.00%-13.1pp | 28.81%-12.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $3,931 | $7,022-44.0% | $6,427-38.8% | $4,660-15.6% |
| Participant deferral / active EE | $2,815 | $9,806-71.3% | $9,131-69.2% | $6,688-57.9% |
| Admin fee / account holder | $13,531 | $16,364-17.3% | $13,901-2.7% | $13,397+1.0% |