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 | $117,300 | $117,841-0.5% | $102,423+14.5% | $145,922-19.6% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 25.29% | 31.65%-6.4pp | 29.32%-4.0pp | 561.29%-536.0pp |
| Employer contribution / active EE | $2,526 | $3,615-30.1% | $3,023-16.4% | $4,660-45.8% |
| Participant deferral / active EE | $1,320 | $5,731-77.0% | $5,053-73.9% | $6,688-80.3% |
| Admin fee / account holder | $5,697 | $13,326-57.2% | $9,451-39.7% | $13,397-57.5% |