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 | $45,680 | $109,359-58.2% | $162,163-71.8% | $72,985-37.4% |
| Participation rate | 76.9% | 84.3%-7.3pp | 87.6%-10.6pp | 69.5%+7.4pp |
| Annual return | 20.08% | 25.46%-5.4pp | 115.59%-95.5pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,961 | $3,907-49.8% | $5,614-65.1% | $2,440-19.6% |
| Participant deferral / active EE | $2,325 | $5,481-57.6% | $7,298-68.1% | $3,607-35.6% |
| Admin fee / account holder | $6,157 | $7,972-22.8% | $10,843-43.2% | $5,124+20.1% |