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 | $235,836 | $148,534+58.8% | $135,903+73.5% | $139,434+69.1% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 13.92% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,967 | $5,243-62.5% | $4,856-59.5% | $4,751-58.6% |
| Participant deferral / active EE | $1,410 | $8,100-82.6% | $7,758-81.8% | $6,710-79.0% |
| Admin fee / account holder | $26,036 | $12,400+110.0% | $10,762+141.9% | $11,403+128.3% |