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 | $104,467 | $183,519-43.1% | $155,509-32.8% | $145,922-28.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 16.56% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,837 | $5,313-46.6% | $4,672-39.3% | $4,660-39.1% |
| Participant deferral / active EE | $571 | $6,462-91.2% | $5,626-89.8% | $6,688-91.5% |
| Admin fee / account holder | $21,081 | $19,313+9.2% | $15,912+32.5% | $13,397+57.4% |