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 | $72,334 | $179,726-59.8% | $156,263-53.7% | $142,382-49.2% |
| Participation rate | 84.2% | 82.1%+2.1pp | 78.9%+5.3pp | 80.1%+4.1pp |
| Annual return | 18.60% | 77.86%-59.3pp | 59.47%-40.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,263 | $5,069-75.1% | $4,333-70.8% | $4,299-70.6% |
| Participant deferral / active EE | $1,060 | $6,956-84.8% | $6,158-82.8% | $6,507-83.7% |
| Admin fee / account holder | $1,387 | $17,272-92.0% | $14,255-90.3% | $12,624-89.0% |