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 | $67,451 | $165,335-59.2% | $149,696-54.9% | $158,922-57.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 10.63% | 348.15%-337.5pp | 276.60%-266.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $952 | $5,103-81.4% | $4,644-79.5% | $4,761-80.0% |
| Participant deferral / active EE | $2,102 | $7,181-70.7% | $6,842-69.3% | $5,982-64.9% |
| Admin fee / account holder | $3,653 | $10,807-66.2% | $9,309-60.8% | $11,246-67.5% |