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 | $140,039 | $176,812-20.8% | $146,665-4.5% | $167,490-16.4% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.1pp | 82.1%-5.2pp |
| Annual return | 13.05% | 24.03%-11.0pp | 22.74%-9.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $6,416 | $5,160+24.3% | $4,136+55.1% | $4,837+32.6% |
| Participant deferral / active EE | $404 | $6,440-93.7% | $5,506-92.7% | $6,341-93.6% |
| Admin fee / account holder | $15,562 | $13,259+17.4% | $10,280+51.4% | $12,309+26.4% |