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 | $17,837 | $115,882-84.6% | $100,516-82.3% | $158,922-88.8% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 13.12% | 34.79%-21.7pp | 30.89%-17.8pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,892 | $4,103-53.9% | $3,418-44.6% | $4,761-60.3% |
| Participant deferral / active EE | $1,961 | $6,674-70.6% | $6,270-68.7% | $5,982-67.2% |
| Admin fee / account holder | $4,354 | $10,995-60.4% | $8,081-46.1% | $11,246-61.3% |