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 | $131,218 | $201,272-34.8% | $184,203-28.8% | $145,922-10.1% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 14.80% | 29.00%-14.2pp | 28.81%-14.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,982 | $7,022-57.5% | $6,427-53.6% | $4,660-36.0% |
| Participant deferral / active EE | $2,960 | $9,806-69.8% | $9,131-67.6% | $6,688-55.7% |
| Admin fee / account holder | $3,136 | $16,364-80.8% | $13,901-77.4% | $13,397-76.6% |