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 | $146,268 | $175,202-16.5% | $149,673-2.3% | $139,434+4.9% |
| Participation rate | 95.2% | 83.4%+11.9pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 13.95% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $8,487 | $5,474+55.0% | $4,818+76.2% | $4,751+78.6% |
| Participant deferral / active EE | $495 | $6,519-92.4% | $5,680-91.3% | $6,710-92.6% |
| Admin fee / account holder | $1,701 | $16,150-89.5% | $13,210-87.1% | $11,403-85.1% |