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 | $37,112 | $101,763-63.5% | $164,866-77.5% | $80,874-54.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.49% | 16.73%-5.2pp | 69.97%-58.5pp | 35.62%-24.1pp |
| Employer contribution / active EE | $1,796 | $2,954-39.2% | $4,343-58.6% | $2,756-34.8% |
| Participant deferral / active EE | $1,951 | $4,477-56.4% | $6,033-67.7% | $4,297-54.6% |
| Admin fee / account holder | $1,897 | $8,228-76.9% | $12,689-85.0% | $6,935-72.6% |