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 | $85,649 | $165,335-48.2% | $149,696-42.8% | $158,922-46.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.29% | 348.15%-332.9pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $5,000 | $5,103-2.0% | $4,644+7.7% | $4,761+5.0% |
| Participant deferral / active EE | $1,481 | $7,181-79.4% | $6,842-78.4% | $5,982-75.2% |
| Admin fee / account holder | $2,087 | $10,807-80.7% | $9,309-77.6% | $11,246-81.4% |