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 | $93,350 | $201,272-53.6% | $184,203-49.3% | $145,922-36.0% |
| Participation rate | 73.7% | 87.5%-13.8pp | 86.8%-13.1pp | 80.3%-6.6pp |
| Annual return | 18.39% | 29.00%-10.6pp | 28.81%-10.4pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,134 | $7,022-69.6% | $6,427-66.8% | $4,660-54.2% |
| Participant deferral / active EE | $2,734 | $9,806-72.1% | $9,131-70.1% | $6,688-59.1% |
| Admin fee / account holder | $712 | $16,364-95.6% | $13,901-94.9% | $13,397-94.7% |