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 | $95,803-39.1% | $113,168-48.4% | $84,808-31.2% |
| Participation rate | 96.5% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.2pp |
| Annual return | 16.08% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,870 | $2,360-20.7% | $2,975-37.1% | $2,631-28.9% |
| Participant deferral / active EE | $1,892 | $4,242-55.4% | $5,107-63.0% | $4,212-55.1% |
| Admin fee / account holder | $588 | $8,989-93.5% | $12,068-95.1% | $7,344-92.0% |