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 | $40,356 | $148,534-72.8% | $135,903-70.3% | $139,434-71.1% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 19.74% | 79.19%-59.5pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,022 | $5,243-80.5% | $4,856-79.0% | $4,751-78.5% |
| Participant deferral / active EE | $1,116 | $8,100-86.2% | $7,758-85.6% | $6,710-83.4% |
| Admin fee / account holder | $3,541 | $12,400-71.4% | $10,762-67.1% | $11,403-68.9% |