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 | $43,442 | $176,812-75.4% | $146,665-70.4% | $167,490-74.1% |
| Participation rate | 84.2% | 83.6%+0.6pp | 80.1%+4.1pp | 82.1%+2.1pp |
| Annual return | 11.70% | 24.03%-12.3pp | 22.74%-11.0pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,122 | $5,160-78.3% | $4,136-72.9% | $4,837-76.8% |
| Participant deferral / active EE | $1,333 | $6,440-79.3% | $5,506-75.8% | $6,341-79.0% |
| Admin fee / account holder | $805 | $13,259-93.9% | $10,280-92.2% | $12,309-93.5% |