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 | $23,129 | $117,859-80.4% | $102,438-77.4% | $145,959-84.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 10.21% | 31.72%-21.5pp | 29.37%-19.2pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,136 | $3,615-68.6% | $3,024-62.4% | $4,661-75.6% |
| Participant deferral / active EE | $1,751 | $5,732-69.4% | $5,054-65.3% | $6,689-73.8% |
| Admin fee / account holder | $1,879 | $13,318-85.9% | $9,448-80.1% | $13,398-86.0% |