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 | $157,673 | $183,963-14.3% | $162,163-2.8% | $152,861+3.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 22.41% | 150.76%-128.4pp | 115.59%-93.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,825 | $6,371-55.7% | $5,614-49.7% | $4,762-40.7% |
| Participant deferral / active EE | $2,825 | $8,034-64.8% | $7,298-61.3% | $5,850-51.7% |
| Admin fee / account holder | $1,049 | $13,121-92.0% | $10,843-90.3% | $11,596-91.0% |