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 | $49,290 | $109,359-54.9% | $162,163-69.6% | $72,985-32.5% |
| Participation rate | 92.2% | 84.3%+7.9pp | 87.6%+4.6pp | 69.5%+22.7pp |
| Annual return | 41.53% | 25.46%+16.1pp | 115.59%-74.1pp | 81.00%-39.5pp |
| Employer contribution / active EE | $2,162 | $3,907-44.7% | $5,614-61.5% | $2,440-11.4% |
| Participant deferral / active EE | $2,390 | $5,481-56.4% | $7,298-67.3% | $3,607-33.7% |
| Admin fee / account holder | $5,754 | $7,972-27.8% | $10,843-46.9% | $5,124+12.3% |