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 | $116,784 | $97,744+19.5% | $103,476+12.9% | $145,922-20.0% |
| Participation rate | 90.9% | 81.1%+9.8pp | 80.5%+10.4pp | 80.3%+10.6pp |
| Annual return | 10.49% | 25.41%-14.9pp | 23.90%-13.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,742 | $4,677-20.0% | $4,672-19.9% | $4,660-19.7% |
| Participant deferral / active EE | $1,542 | $6,603-76.6% | $6,623-76.7% | $6,688-76.9% |
| Admin fee / account holder | $1,890 | $12,515-84.9% | $9,413-79.9% | $13,397-85.9% |