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 | $191,022 | $214,378-10.9% | $200,582-4.8% | $142,382+34.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 16.90% | 46.41%-29.5pp | 42.33%-25.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,137 | $6,841-68.8% | $6,419-66.7% | $4,299-50.3% |
| Participant deferral / active EE | $2,544 | $9,865-74.2% | $9,331-72.7% | $6,507-60.9% |
| Admin fee / account holder | $3,648 | $17,692-79.4% | $16,305-77.6% | $12,624-71.1% |