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 | $119,130 | $137,414-13.3% | $189,513-37.1% | $85,850+38.8% |
| Participation rate | 94.3% | 84.6%+9.7pp | 87.8%+6.5pp | 69.3%+25.0pp |
| Annual return | 12.13% | 38.14%-26.0pp | 555.15%-543.0pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,534 | $4,344-64.7% | $6,162-75.1% | $2,565-40.2% |
| Participant deferral / active EE | $2,771 | $6,260-55.7% | $8,221-66.3% | $3,952-29.9% |
| Admin fee / account holder | $3,338 | $8,630-61.3% | $12,045-72.3% | $6,260-46.7% |