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 | $65,266 | $110,257-40.8% | $96,544-32.4% | $139,434-53.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 12.88% | 26.32%-13.4pp | 25.84%-13.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $880 | $3,620-75.7% | $2,965-70.3% | $4,751-81.5% |
| Participant deferral / active EE | $1,035 | $5,548-81.3% | $4,851-78.7% | $6,710-84.6% |
| Admin fee / account holder | $16,145 | $11,591+39.3% | $8,252+95.6% | $11,403+41.6% |