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 | $128,655 | $179,726-28.4% | $156,263-17.7% | $142,382-9.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.70% | 77.86%-66.2pp | 59.47%-47.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,113 | $5,069-58.3% | $4,333-51.2% | $4,299-50.9% |
| Participant deferral / active EE | $1,967 | $6,956-71.7% | $6,158-68.1% | $6,507-69.8% |
| Admin fee / account holder | $10,813 | $17,272-37.4% | $14,255-24.1% | $12,624-14.3% |