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 | $17,808 | $43,723-59.3% | $121,196-85.3% | $64,186-72.3% |
| Participation rate | 97.6% | 58.3%+39.2pp | 71.7%+25.8pp | 69.6%+28.0pp |
| Annual return | 35.31% | 68.91%-33.6pp | 16.93%+18.4pp | 7.63%+27.7pp |
| Employer contribution / active EE | $1,088 | $1,296-16.0% | $4,022-72.9% | $2,381-54.3% |
| Participant deferral / active EE | $160 | $2,280-93.0% | $3,344-95.2% | $3,470-95.4% |
| Admin fee / account holder | $1,238 | $3,501-64.6% | $5,019-75.3% | $4,888-74.7% |