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 | $63,973 | $201,272-68.2% | $184,203-65.3% | $145,922-56.2% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.2pp |
| Annual return | 11.14% | 29.00%-17.9pp | 28.81%-17.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,552 | $7,022-77.9% | $6,427-75.9% | $4,660-66.7% |
| Participant deferral / active EE | $1,894 | $9,806-80.7% | $9,131-79.3% | $6,688-71.7% |
| Admin fee / account holder | $5,447 | $16,364-66.7% | $13,901-60.8% | $13,397-59.3% |