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 | $205,201 | $149,679+37.1% | $117,039+75.3% | $147,584+39.0% |
| Participation rate | 81.3% | 83.5%-2.2pp | 77.2%+4.1pp | 82.8%-1.6pp |
| Annual return | 15.66% | 19.31%-3.7pp | 18.95%-3.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,905 | $4,937-41.1% | $3,785-23.2% | $4,876-40.4% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,132 | $7,856-47.4% | $5,974-30.8% | $10,885-62.0% |