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 | $180,255 | $228,332-21.1% | $185,823-3.0% | $158,922+13.4% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 10.82% | 40.80%-30.0pp | 35.95%-25.1pp | 302.83%-292.0pp |
| Employer contribution / active EE | $627 | $4,967-87.4% | $4,087-84.6% | $4,761-86.8% |
| Participant deferral / active EE | $722 | $6,415-88.7% | $5,632-87.2% | $5,982-87.9% |
| Admin fee / account holder | $17,073 | $11,864+43.9% | $9,500+79.7% | $11,246+51.8% |