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 | $43,168 | $201,272-78.6% | $184,203-76.6% | $145,922-70.4% |
| Participation rate | 90.5% | 87.5%+3.0pp | 86.8%+3.7pp | 80.3%+10.2pp |
| Annual return | 15.18% | 29.00%-13.8pp | 28.81%-13.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,267 | $7,022-67.7% | $6,427-64.7% | $4,660-51.3% |
| Participant deferral / active EE | $2,792 | $9,806-71.5% | $9,131-69.4% | $6,688-58.3% |
| Admin fee / account holder | $1,274 | $16,364-92.2% | $13,901-90.8% | $13,397-90.5% |