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 | $135,723 | $86,286+57.3% | $111,297+21.9% | $85,850+58.1% |
| Participation rate | 74.1% | 73.3%+0.7pp | 77.3%-3.2pp | 69.3%+4.8pp |
| Annual return | 11.74% | 19.99%-8.2pp | 54.65%-42.9pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,192 | $2,043-41.7% | $2,731-56.4% | $2,565-53.5% |
| Participant deferral / active EE | $1,513 | $3,641-58.4% | $4,487-66.3% | $3,952-61.7% |
| Admin fee / account holder | $571 | $8,188-93.0% | $7,964-92.8% | $6,260-90.9% |