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 9-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 | $31,162 | $157,256-80.2% | $141,162-77.9% | $152,861-79.6% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.4%+4.5pp |
| Annual return | 19.27% | 64.32%-45.1pp | 71.39%-52.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,510 | $5,261-71.3% | $4,735-68.1% | $4,762-68.3% |
| Participant deferral / active EE | $2,074 | $7,109-70.8% | $6,709-69.1% | $5,850-64.6% |
| Admin fee / account holder | $5,815 | $12,120-52.0% | $10,261-43.3% | $11,596-49.9% |