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 | $126,952 | $148,534-14.5% | $135,903-6.6% | $139,434-9.0% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 19.36% | 79.19%-59.8pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,194 | $5,243-77.2% | $4,856-75.4% | $4,751-74.9% |
| Participant deferral / active EE | $1,122 | $8,100-86.1% | $7,758-85.5% | $6,710-83.3% |
| Admin fee / account holder | $2,023 | $12,400-83.7% | $10,762-81.2% | $11,403-82.3% |