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 | $69,331 | $165,335-58.1% | $149,696-53.7% | $158,922-56.4% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 16.59% | 348.15%-331.6pp | 276.60%-260.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $5,386 | $5,103+5.6% | $4,644+16.0% | $4,761+13.1% |
| Participant deferral / active EE | $634 | $7,181-91.2% | $6,842-90.7% | $5,982-89.4% |
| Admin fee / account holder | $7,684 | $10,807-28.9% | $9,309-17.5% | $11,246-31.7% |