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 | $66,669 | $176,056-62.1% | $159,436-58.2% | $167,490-60.2% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 12.40% | 331.75%-319.3pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $3,780 | $5,297-28.6% | $4,829-21.7% | $4,837-21.9% |
| Participant deferral / active EE | $995 | $7,750-87.2% | $7,352-86.5% | $6,341-84.3% |
| Admin fee / account holder | $11,451 | $12,554-8.8% | $10,799+6.0% | $12,309-7.0% |