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 | $76,756 | $148,534-48.3% | $135,903-43.5% | $139,434-45.0% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 14.25% | 79.19%-64.9pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,700 | $5,243-67.6% | $4,856-65.0% | $4,751-64.2% |
| Participant deferral / active EE | $1,950 | $8,100-75.9% | $7,758-74.9% | $6,710-70.9% |
| Admin fee / account holder | $836 | $12,400-93.3% | $10,762-92.2% | $11,403-92.7% |