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 | $67,216 | $157,256-57.3% | $141,162-52.4% | $152,861-56.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 15.68% | 64.32%-48.6pp | 71.39%-55.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,494 | $5,261-71.6% | $4,735-68.5% | $4,762-68.6% |
| Participant deferral / active EE | $1,929 | $7,109-72.9% | $6,709-71.2% | $5,850-67.0% |
| Admin fee / account holder | $460 | $12,120-96.2% | $10,261-95.5% | $11,596-96.0% |