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 | $130,075 | $176,056-26.1% | $159,436-18.4% | $167,490-22.3% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 13.08% | 331.75%-318.7pp | 263.57%-250.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,633 | $5,297-50.3% | $4,829-45.5% | $4,837-45.6% |
| Participant deferral / active EE | $2,025 | $7,750-73.9% | $7,352-72.5% | $6,341-68.1% |
| Admin fee / account holder | $9,326 | $12,554-25.7% | $10,799-13.6% | $12,309-24.2% |