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 | $87,700 | $201,272-56.4% | $184,203-52.4% | $145,922-39.9% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.4pp |
| Annual return | 10.23% | 29.00%-18.8pp | 28.81%-18.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $4,995 | $7,022-28.9% | $6,427-22.3% | $4,660+7.2% |
| Participant deferral / active EE | $2,827 | $9,806-71.2% | $9,131-69.0% | $6,688-57.7% |
| Admin fee / account holder | $6,189 | $16,364-62.2% | $13,901-55.5% | $13,397-53.8% |