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 | $164,119 | $140,588+16.7% | $123,104+33.3% | $125,391+30.9% |
| Participation rate | 92.9% | 88.2%+4.7pp | 86.8%+6.1pp | 83.2%+9.7pp |
| Annual return | -0.06% | 16.80%-16.9pp | 13.22%-13.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $6,411 | $6,041+6.1% | $5,151+24.5% | $4,866+31.8% |
| Participant deferral / active EE | $1,289 | $6,980-81.5% | $6,230-79.3% | $5,352-75.9% |
| Admin fee / account holder | $6,332 | $11,198-43.4% | $9,015-29.8% | $9,540-33.6% |