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 | $118,632 | $167,484-29.2% | $151,611-21.8% | $134,475-11.8% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -11.05% | 7.80%-18.9pp | 3.33%-14.4pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,874 | $6,829-72.6% | $6,166-69.6% | $4,740-60.5% |
| Participant deferral / active EE | $2,929 | $8,986-67.4% | $8,363-65.0% | $6,400-54.2% |
| Admin fee / account holder | $11,662 | $13,783-15.4% | $11,616+0.4% | $11,426+2.1% |