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 | $123,684 | $165,335-25.2% | $149,696-17.4% | $158,922-22.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.29% | 348.15%-335.9pp | 276.60%-264.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $5,553 | $5,103+8.8% | $4,644+19.6% | $4,761+16.6% |
| Participant deferral / active EE | $2,112 | $7,181-70.6% | $6,842-69.1% | $5,982-64.7% |
| Admin fee / account holder | $8,383 | $10,807-22.4% | $9,309-9.9% | $11,246-25.5% |