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 | $61,902 | $201,272-69.2% | $184,203-66.4% | $145,922-57.6% |
| Participation rate | 87.0% | 87.5%-0.5pp | 86.8%+0.1pp | 80.3%+6.7pp |
| Annual return | 11.38% | 29.00%-17.6pp | 28.81%-17.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $5,080 | $7,022-27.7% | $6,427-21.0% | $4,660+9.0% |
| Participant deferral / active EE | $2,983 | $9,806-69.6% | $9,131-67.3% | $6,688-55.4% |
| Admin fee / account holder | $6,785 | $16,364-58.5% | $13,901-51.2% | $13,397-49.4% |