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 | $187,350 | $172,111+8.9% | $150,298+24.7% | $137,256+36.5% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 13.80% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $16,613 | $4,636+258.3% | $4,154+299.9% | $4,156+299.7% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,707 | $16,471-77.5% | $14,116-73.7% | $12,270-69.8% |