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 | $77,403 | $133,958-42.2% | $112,228-31.0% | $134,475-42.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | 4.96% | 47.11%-42.2pp | 27.45%-22.5pp | 417.96%-413.0pp |
| Employer contribution / active EE | $1,025 | $4,038-74.6% | $3,635-71.8% | $4,740-78.4% |
| Participant deferral / active EE | $1,398 | $5,291-73.6% | $4,728-70.4% | $6,400-78.2% |
| Admin fee / account holder | $816 | $7,489-89.1% | $6,410-87.3% | $11,426-92.9% |