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 | $123,675 | $117,841+5.0% | $102,423+20.7% | $145,922-15.2% |
| Participation rate | 95.2% | 78.6%+16.7pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | 26.06% | 31.65%-5.6pp | 29.32%-3.3pp | 561.29%-535.2pp |
| Employer contribution / active EE | $2,782 | $3,615-23.0% | $3,023-8.0% | $4,660-40.3% |
| Participant deferral / active EE | $1,367 | $5,731-76.2% | $5,053-73.0% | $6,688-79.6% |
| Admin fee / account holder | $7,186 | $13,326-46.1% | $9,451-24.0% | $13,397-46.4% |