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 | $142,857 | $108,919+31.2% | $100,391+42.3% | $145,922-2.1% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 31.26% | 57.88%-26.6pp | 49.20%-17.9pp | 561.29%-530.0pp |
| Employer contribution / active EE | $512 | $4,419-88.4% | $3,942-87.0% | $4,660-89.0% |
| Participant deferral / active EE | $1,705 | $8,445-79.8% | $8,082-78.9% | $6,688-74.5% |
| Admin fee / account holder | $17,541 | $9,689+81.0% | $7,899+122.1% | $13,397+30.9% |