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 | $114,350 | $228,332-49.9% | $185,823-38.5% | $158,922-28.0% |
| Participation rate | 79.2% | 82.3%-3.1pp | 78.0%+1.1pp | 82.0%-2.8pp |
| Annual return | 13.47% | 40.80%-27.3pp | 35.95%-22.5pp | 302.83%-289.4pp |
| Employer contribution / active EE | $626 | $4,967-87.4% | $4,087-84.7% | $4,761-86.8% |
| Participant deferral / active EE | $781 | $6,415-87.8% | $5,632-86.1% | $5,982-86.9% |
| Admin fee / account holder | $7,008 | $11,864-40.9% | $9,500-26.2% | $11,246-37.7% |