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 | $18,117 | $177,572-89.8% | $154,803-88.3% | $142,382-87.3% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 16.32% | 65.07%-48.7pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,948 | $4,810-59.5% | $4,305-54.8% | $4,299-54.7% |
| Participant deferral / active EE | $1,090 | $6,272-82.6% | $5,540-80.3% | $6,507-83.3% |
| Admin fee / account holder | $1,294 | $16,786-92.3% | $14,329-91.0% | $12,624-89.7% |