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 | $154,790 | $183,519-15.7% | $155,509-0.5% | $145,922+6.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 19.92% | 61.17%-41.2pp | 64.67%-44.7pp | 561.29%-541.4pp |
| Employer contribution / active EE | $1,293 | $5,313-75.7% | $4,672-72.3% | $4,660-72.2% |
| Participant deferral / active EE | $1,685 | $6,462-73.9% | $5,626-70.1% | $6,688-74.8% |
| Admin fee / account holder | $5,387 | $19,313-72.1% | $15,912-66.1% | $13,397-59.8% |