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 | $144,179 | $209,336-31.1% | $197,124-26.9% | $137,256+5.0% |
| Participation rate | 84.2% | 87.3%-3.1pp | 86.7%-2.5pp | 80.0%+4.3pp |
| Annual return | 16.25% | 48.09%-31.8pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,086 | $9,614-88.7% | $9,135-88.1% | $6,407-83.1% |
| Admin fee / account holder | $13,365 | $17,308-22.8% | $16,298-18.0% | $12,270+8.9% |