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 | $141,679 | $95,803+47.9% | $113,168+25.2% | $84,808+67.1% |
| Participation rate | 94.9% | 72.9%+22.0pp | 76.6%+18.3pp | 68.3%+26.6pp |
| Annual return | 12.79% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,309 | $2,360-44.5% | $2,975-56.0% | $2,631-50.3% |
| Participant deferral / active EE | $1,496 | $4,242-64.7% | $5,107-70.7% | $4,212-64.5% |
| Admin fee / account holder | $17,635 | $8,989+96.2% | $12,068+46.1% | $7,344+140.1% |