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 | $124,210 | $127,065-2.2% | $113,168+9.8% | $142,382-12.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.29% | 24.03%-6.7pp | 24.27%-7.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,081 | $3,442-68.6% | $2,975-63.7% | $4,299-74.9% |
| Participant deferral / active EE | $1,578 | $5,716-72.4% | $5,107-69.1% | $6,507-75.8% |
| Admin fee / account holder | $1,567 | $15,736-90.0% | $12,068-87.0% | $12,624-87.6% |