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 | $31,442 | $86,922-63.8% | $102,438-69.3% | $80,874-61.1% |
| Participation rate | 98.6% | 72.4%+26.2pp | 76.5%+22.1pp | 67.6%+31.0pp |
| Annual return | 12.07% | 18.90%-6.8pp | 29.37%-17.3pp | 35.62%-23.5pp |
| Employer contribution / active EE | $2,083 | $2,369-12.1% | $3,024-31.1% | $2,756-24.4% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,114 | $8,050+13.2% | $9,448-3.5% | $6,935+31.4% |