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 | $160,107 | $180,028-11.1% | $138,135+15.9% | $158,922+0.7% |
| Participation rate | 90.0% | 82.2%+7.8pp | 78.7%+11.3pp | 82.0%+8.0pp |
| Annual return | 10.50% | 21.68%-11.2pp | 20.51%-10.0pp | 302.83%-292.3pp |
| Employer contribution / active EE | $6,565 | $7,470-12.1% | $5,587+17.5% | $4,761+37.9% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,249 | $17,912-81.9% | $11,856-72.6% | $11,246-71.1% |