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 | $90,319 | $115,882-22.1% | $100,516-10.1% | $158,922-43.2% |
| Participation rate | 94.7% | 81.6%+13.2pp | 79.4%+15.3pp | 82.0%+12.8pp |
| Annual return | 16.69% | 34.79%-18.1pp | 30.89%-14.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $655 | $4,103-84.0% | $3,418-80.8% | $4,761-86.3% |
| Participant deferral / active EE | $1,590 | $6,674-76.2% | $6,270-74.6% | $5,982-73.4% |
| Admin fee / account holder | $8,338 | $10,995-24.2% | $8,081+3.2% | $11,246-25.9% |