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 | $104,935 | $162,781-35.5% | $133,956-21.7% | $158,922-34.0% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 8.76% | 41.94%-33.2pp | 45.09%-36.3pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,092 | $4,975-78.0% | $3,919-72.1% | $4,761-77.1% |
| Participant deferral / active EE | $285 | $5,911-95.2% | $5,048-94.3% | $5,982-95.2% |
| Admin fee / account holder | $2,356 | $11,736-79.9% | $8,927-73.6% | $11,246-79.0% |