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 | $214,378-32.7% | $200,582-28.1% | $142,382+1.3% |
| Participation rate | 84.2% | 87.4%-3.2pp | 86.9%-2.7pp | 80.1%+4.1pp |
| Annual return | 16.25% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,086 | $9,865-89.0% | $9,331-88.4% | $6,507-83.3% |
| Admin fee / account holder | $13,365 | $17,692-24.5% | $16,305-18.0% | $12,624+5.9% |