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 | $38,545 | $125,758-69.4% | $169,993-77.3% | $75,163-48.7% |
| Participation rate | 73.1% | 83.6%-10.5pp | 87.0%-13.9pp | 67.2%+5.9pp |
| Annual return | 18.98% | 27.20%-8.2pp | 53.37%-34.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,702 | $4,615-63.1% | $6,785-74.9% | $2,670-36.3% |
| Participant deferral / active EE | $2,912 | $6,837-57.4% | $10,408-72.0% | $4,125-29.4% |
| Admin fee / account holder | $2,321 | $8,173-71.6% | $12,815-81.9% | $5,651-58.9% |