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 | $200,105 | $106,584+87.7% | $101,326+97.5% | $142,382+40.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 22.99% | 36.93%-13.9pp | 36.82%-13.8pp | 217.08%-194.1pp |
| Employer contribution / active EE | $247 | $3,956-93.7% | $3,665-93.3% | $4,299-94.2% |
| Participant deferral / active EE | $783 | $8,297-90.6% | $7,994-90.2% | $6,507-88.0% |
| Admin fee / account holder | $6,871 | $11,446-40.0% | $11,185-38.6% | $12,624-45.6% |