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 | $76,656 | $89,355-14.2% | $141,162-45.7% | $72,985+5.0% |
| Participation rate | 86.2% | 75.1%+11.0pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 22.76% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,463 | $3,114-53.0% | $4,735-69.1% | $2,440-40.0% |
| Participant deferral / active EE | $2,208 | $5,418-59.3% | $6,709-67.1% | $3,607-38.8% |
| Admin fee / account holder | $919 | $5,958-84.6% | $10,261-91.0% | $5,124-82.1% |