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 | $48,081 | $159,934-69.9% | $147,005-67.3% | $145,959-67.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 11.04% | 98.24%-87.2pp | 418.76%-407.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $1,280 | $5,287-75.8% | $4,934-74.1% | $4,661-72.5% |
| Participant deferral / active EE | $2,087 | $8,427-75.2% | $8,070-74.1% | $6,689-68.8% |
| Admin fee / account holder | $1,008 | $15,053-93.3% | $13,006-92.3% | $13,398-92.5% |