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 | $76,092 | $105,859-28.1% | $90,160-15.6% | $147,584-48.4% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 28.98% | 37.63%-8.6pp | 34.88%-5.9pp | 578.55%-549.6pp |
| Employer contribution / active EE | $1,698 | $4,126-58.9% | $3,318-48.8% | $4,876-65.2% |
| Participant deferral / active EE | $422 | $5,733-92.6% | $5,288-92.0% | $5,439-92.2% |
| Admin fee / account holder | $10,365 | $8,046+28.8% | $5,943+74.4% | $10,885-4.8% |