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 | $165,372 | $214,378-22.9% | $200,582-17.6% | $142,382+16.1% |
| Participation rate | 94.7% | 87.4%+7.3pp | 86.9%+7.9pp | 80.1%+14.6pp |
| Annual return | 12.44% | 46.41%-34.0pp | 42.33%-29.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,579 | $6,841-76.9% | $6,419-75.4% | $4,299-63.3% |
| Participant deferral / active EE | $2,006 | $9,865-79.7% | $9,331-78.5% | $6,507-69.2% |
| Admin fee / account holder | $8,868 | $17,692-49.9% | $16,305-45.6% | $12,624-29.8% |