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 | $84,685 | $154,117-45.1% | $129,995-34.9% | $139,434-39.3% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.5%+12.0pp | 80.3%+10.2pp |
| Annual return | 12.52% | 32.48%-20.0pp | -137.18%+149.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,118 | $5,289-78.9% | $4,320-74.1% | $4,751-76.5% |
| Participant deferral / active EE | $1,922 | $6,710-71.4% | $5,820-67.0% | $6,710-71.4% |
| Admin fee / account holder | $5,643 | $14,007-59.7% | $10,614-46.8% | $11,403-50.5% |