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 6-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 | $173,403 | $217,402-20.2% | $185,823-6.7% | $167,490+3.5% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 14.44% | 148.36%-133.9pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,692 | $5,873-71.2% | $5,167-67.3% | $4,837-65.0% |
| Participant deferral / active EE | $1,196 | $6,356-81.2% | $5,568-78.5% | $6,341-81.1% |
| Admin fee / account holder | $5,856 | $19,811-70.4% | $16,237-63.9% | $12,309-52.4% |