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 | $66,694 | $118,450-43.7% | $98,439-32.2% | $139,434-52.2% |
| Participation rate | 94.7% | 77.4%+17.3pp | 75.2%+19.6pp | 80.3%+14.4pp |
| Annual return | 13.75% | 18.94%-5.2pp | 21.16%-7.4pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,676 | $3,609-25.8% | $3,048-12.2% | $4,751-43.7% |
| Participant deferral / active EE | $1,331 | $5,392-75.3% | $4,738-71.9% | $6,710-80.2% |
| Admin fee / account holder | $11,618 | $14,026-17.2% | $8,948+29.8% | $11,403+1.9% |