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 | $36,394 | $99,985-63.6% | $146,665-75.2% | $85,850-57.6% |
| Participation rate | 75.4% | 73.1%+2.3pp | 80.1%-4.7pp | 69.3%+6.0pp |
| Annual return | 13.88% | 18.93%-5.1pp | 22.74%-8.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,308 | $2,559-9.8% | $4,136-44.2% | $2,565-10.0% |
| Participant deferral / active EE | $1,815 | $4,006-54.7% | $5,506-67.0% | $3,952-54.1% |
| Admin fee / account holder | $2,048 | $7,702-73.4% | $10,280-80.1% | $6,260-67.3% |