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 5-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 | $111,050 | $159,602-30.4% | $150,045-26.0% | $142,382-22.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 15.56% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,029 | $4,961-79.3% | $4,693-78.1% | $4,299-76.1% |
| Participant deferral / active EE | $1,786 | $8,310-78.5% | $7,997-77.7% | $6,507-72.6% |
| Admin fee / account holder | $2,989 | $14,846-79.9% | $13,435-77.8% | $12,624-76.3% |