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 | $66,170 | $78,705-15.9% | $117,854-43.9% | $70,131-5.6% |
| Participation rate | 88.5% | 73.2%+15.3pp | 79.7%+8.9pp | 69.5%+19.0pp |
| Annual return | 25.44% | 23.30%+2.1pp | 335.08%-309.6pp | 73.14%-47.7pp |
| Employer contribution / active EE | $1,361 | $2,223-38.8% | $3,786-64.1% | $2,342-41.9% |
| Participant deferral / active EE | $1,316 | $3,297-60.1% | $4,482-70.6% | $3,332-60.5% |
| Admin fee / account holder | $3,958 | $5,065-21.9% | $8,020-50.6% | $4,645-14.8% |