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 | $86,620 | $117,841-26.5% | $102,423-15.4% | $145,922-40.6% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 11.70% | 31.65%-19.9pp | 29.32%-17.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,619 | $3,615-55.2% | $3,023-46.5% | $4,660-65.3% |
| Participant deferral / active EE | $1,518 | $5,731-73.5% | $5,053-70.0% | $6,688-77.3% |
| Admin fee / account holder | $1,611 | $13,326-87.9% | $9,451-83.0% | $13,397-88.0% |