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 | $154,177 | $136,307+13.1% | $106,619+44.6% | $273,961-43.7% |
| Participation rate | 93.8% | 84.8%+9.0pp | 78.0%+15.8pp | 83.0%+10.7pp |
| Annual return | 6.77% | 11.05%-4.3pp | 9.42%-2.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,066 | $5,190-40.9% | $3,947-22.3% | $4,869-37.0% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $790 | $8,625-90.8% | $6,418-87.7% | $10,132-92.2% |