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 | $132,206 | $123,793+6.8% | $177,821-25.7% | $79,858+65.6% |
| Participation rate | 87.2% | 84.7%+2.5pp | 87.7%-0.5pp | 69.6%+17.5pp |
| Annual return | 15.77% | 22.82%-7.0pp | 48.32%-32.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $11,789 | $4,095+187.9% | $5,918+99.2% | $2,471+377.1% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,401 | $7,243-39.2% | $12,427-64.6% | $5,306-17.1% |