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 | $23,267 | $165,335-85.9% | $149,696-84.5% | $158,922-85.4% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 12.98% | 348.15%-335.2pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,020 | $5,103-80.0% | $4,644-78.0% | $4,761-78.6% |
| Participant deferral / active EE | $1,150 | $7,181-84.0% | $6,842-83.2% | $5,982-80.8% |
| Admin fee / account holder | $540 | $10,807-95.0% | $9,309-94.2% | $11,246-95.2% |