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 | $31,650 | $91,552-65.4% | $133,956-76.4% | $79,858-60.4% |
| Participation rate | 80.3% | 73.3%+7.0pp | 79.8%+0.5pp | 69.6%+10.7pp |
| Annual return | 11.66% | 61.85%-50.2pp | 45.09%-33.4pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,549 | $2,384-35.0% | $3,919-60.5% | $2,471-37.3% |
| Participant deferral / active EE | $1,444 | $3,733-61.3% | $5,048-71.4% | $3,740-61.4% |
| Admin fee / account holder | $1,219 | $6,321-80.7% | $8,927-86.3% | $5,306-77.0% |