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 | $56,472 | $209,336-73.0% | $197,124-71.4% | $137,256-58.9% |
| Participation rate | 87.0% | 87.3%-0.3pp | 86.7%+0.2pp | 80.0%+7.0pp |
| Annual return | 17.11% | 48.09%-31.0pp | 44.34%-27.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,841 | $6,591-72.1% | $6,227-70.4% | $4,156-55.7% |
| Participant deferral / active EE | $2,839 | $9,614-70.5% | $9,135-68.9% | $6,407-55.7% |
| Admin fee / account holder | $8,733 | $17,308-49.5% | $16,298-46.4% | $12,270-28.8% |