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 | $58,760 | $197,591-70.3% | $177,821-67.0% | $158,922-63.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 8.79% | 58.76%-50.0pp | 48.32%-39.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,742 | $6,697-74.0% | $5,918-70.6% | $4,761-63.4% |
| Participant deferral / active EE | $1,798 | $8,405-78.6% | $7,714-76.7% | $5,982-69.9% |
| Admin fee / account holder | $36,955 | $15,399+140.0% | $12,427+197.4% | $11,246+228.6% |