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 | $22,901 | $177,572-87.1% | $154,803-85.2% | $142,382-83.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 14.39% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,391 | $4,810-71.1% | $4,305-67.7% | $4,299-67.6% |
| Participant deferral / active EE | $1,601 | $6,272-74.5% | $5,540-71.1% | $6,507-75.4% |
| Admin fee / account holder | $742 | $16,786-95.6% | $14,329-94.8% | $12,624-94.1% |