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 | $56,524 | $118,680-52.4% | $98,907-42.9% | $158,922-64.4% |
| Participation rate | 86.7% | 77.8%+8.8pp | 76.0%+10.6pp | 82.0%+4.7pp |
| Annual return | 12.35% | 372.35%-360.0pp | 196.43%-184.1pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,730 | $3,333-48.1% | $2,689-35.7% | $4,761-63.7% |
| Participant deferral / active EE | $1,231 | $5,088-75.8% | $4,244-71.0% | $5,982-79.4% |
| Admin fee / account holder | $2,312 | $10,131-77.2% | $6,642-65.2% | $11,246-79.4% |