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 | $70,631 | $123,793-42.9% | $177,821-60.3% | $79,858-11.6% |
| Participation rate | 89.6% | 84.7%+4.9pp | 87.7%+1.9pp | 69.6%+20.0pp |
| Annual return | 16.55% | 22.82%-6.3pp | 48.32%-31.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,573 | $4,095-61.6% | $5,918-73.4% | $2,471-36.4% |
| Participant deferral / active EE | $2,153 | $5,956-63.8% | $7,714-72.1% | $3,740-42.4% |
| Admin fee / account holder | $5,042 | $7,243-30.4% | $12,427-59.4% | $5,306-5.0% |