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 | $81,631 | $165,335-50.6% | $149,696-45.5% | $158,922-48.6% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 10.97% | 348.15%-337.2pp | 276.60%-265.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $3,608 | $5,103-29.3% | $4,644-22.3% | $4,761-24.2% |
| Participant deferral / active EE | $693 | $7,181-90.3% | $6,842-89.9% | $5,982-88.4% |
| Admin fee / account holder | $11,053 | $10,807+2.3% | $9,309+18.7% | $11,246-1.7% |