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 | $144,791 | $201,272-28.1% | $184,203-21.4% | $145,922-0.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 11.29% | 29.00%-17.7pp | 28.81%-17.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,876 | $7,022-73.3% | $6,427-70.8% | $4,660-59.7% |
| Participant deferral / active EE | $2,898 | $9,806-70.4% | $9,131-68.3% | $6,688-56.7% |
| Admin fee / account holder | $6,773 | $16,364-58.6% | $13,901-51.3% | $13,397-49.4% |