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 | $93,780 | $117,841-20.4% | $102,423-8.4% | $145,922-35.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 16.72% | 31.65%-14.9pp | 29.32%-12.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $6,003 | $3,615+66.1% | $3,023+98.6% | $4,660+28.8% |
| Participant deferral / active EE | $1,611 | $5,731-71.9% | $5,053-68.1% | $6,688-75.9% |
| Admin fee / account holder | $2,733 | $13,326-79.5% | $9,451-71.1% | $13,397-79.6% |