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 9-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 | $116,779 | $118,450-1.4% | $98,439+18.6% | $139,434-16.2% |
| Participation rate | 91.7% | 77.4%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 12.44% | 18.94%-6.5pp | 21.16%-8.7pp | 372.94%-360.5pp |
| Employer contribution / active EE | $15,499 | $3,609+329.4% | $3,048+408.5% | $4,751+226.2% |
| Participant deferral / active EE | $450 | $5,392-91.6% | $4,738-90.5% | $6,710-93.3% |
| Admin fee / account holder | $2,688 | $14,026-80.8% | $8,948-70.0% | $11,403-76.4% |