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 | $38,555 | $95,803-59.8% | $113,168-65.9% | $84,808-54.5% |
| Participation rate | 81.4% | 72.9%+8.5pp | 76.6%+4.8pp | 68.3%+13.1pp |
| Annual return | 58.70% | 25.00%+33.7pp | 24.27%+34.4pp | 40.90%+17.8pp |
| Employer contribution / active EE | $763 | $2,360-67.7% | $2,975-74.3% | $2,631-71.0% |
| Participant deferral / active EE | $1,346 | $4,242-68.3% | $5,107-73.6% | $4,212-68.0% |
| Admin fee / account holder | $3,259 | $8,989-63.7% | $12,068-73.0% | $7,344-55.6% |