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 | $58,385 | $95,453-38.8% | $112,040-47.9% | $82,448-29.2% |
| Participation rate | 96.5% | 72.8%+23.7pp | 76.5%+20.0pp | 68.1%+28.4pp |
| Annual return | 16.08% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,870 | $2,318-19.3% | $2,954-36.7% | $2,551-26.7% |
| Participant deferral / active EE | $1,892 | $4,224-55.2% | $5,098-62.9% | $4,139-54.3% |
| Admin fee / account holder | $588 | $9,013-93.5% | $12,098-95.1% | $7,234-91.9% |