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 | $51,468 | $201,272-74.4% | $184,203-72.1% | $145,922-64.7% |
| Participation rate | 77.3% | 87.5%-10.2pp | 86.8%-9.5pp | 80.3%-3.0pp |
| Annual return | 11.01% | 29.00%-18.0pp | 28.81%-17.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,153 | $7,022-69.3% | $6,427-66.5% | $4,660-53.8% |
| Participant deferral / active EE | $2,909 | $9,806-70.3% | $9,131-68.1% | $6,688-56.5% |
| Admin fee / account holder | $16,644 | $16,364+1.7% | $13,901+19.7% | $13,397+24.2% |