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 | $128,084 | $123,793+3.5% | $177,821-28.0% | $79,858+60.4% |
| Participation rate | 88.9% | 84.7%+4.2pp | 87.7%+1.2pp | 69.6%+19.3pp |
| Annual return | 14.54% | 22.82%-8.3pp | 48.32%-33.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $5,837 | $4,095+42.5% | $5,918-1.4% | $2,471+136.2% |
| Participant deferral / active EE | $2,254 | $5,956-62.2% | $7,714-70.8% | $3,740-39.7% |
| Admin fee / account holder | $13,537 | $7,243+86.9% | $12,427+8.9% | $5,306+155.1% |