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 | $174,251 | $153,772+13.3% | $133,980+30.1% | $273,961-36.4% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 5.17% | 36.51%-31.3pp | 29.30%-24.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,998 | $6,029-66.9% | $5,211-61.7% | $4,869-59.0% |
| Participant deferral / active EE | $2,092 | $6,958-69.9% | $6,282-66.7% | $5,287-60.4% |
| Admin fee / account holder | $4,728 | $11,765-59.8% | $9,324-49.3% | $10,132-53.3% |