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 | $35,824 | $197,591-81.9% | $177,821-79.9% | $158,922-77.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 14.80% | 58.76%-44.0pp | 48.32%-33.5pp | 302.83%-288.0pp |
| Employer contribution / active EE | $4,019 | $6,697-40.0% | $5,918-32.1% | $4,761-15.6% |
| Participant deferral / active EE | $2,572 | $8,405-69.4% | $7,714-66.7% | $5,982-57.0% |
| Admin fee / account holder | $1,716 | $15,399-88.9% | $12,427-86.2% | $11,246-84.7% |