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 | $52,288 | $123,793-57.8% | $177,821-70.6% | $79,858-34.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.88% | 22.82%-5.9pp | 48.32%-31.4pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,276 | $4,095-44.4% | $5,918-61.5% | $2,471-7.9% |
| Participant deferral / active EE | $2,295 | $5,956-61.5% | $7,714-70.2% | $3,740-38.6% |
| Admin fee / account holder | $2,929 | $7,243-59.6% | $12,427-76.4% | $5,306-44.8% |