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 | $22,541 | $65,041-65.3% | $90,951-75.2% | $79,858-71.8% |
| Participation rate | 75.7% | 61.6%+14.1pp | 69.0%+6.7pp | 69.6%+6.0pp |
| Annual return | 17.63% | 30.45%-12.8pp | 134.60%-117.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $769 | $1,247-38.3% | $2,122-63.7% | $2,471-68.9% |
| Participant deferral / active EE | $719 | $2,512-71.4% | $3,373-78.7% | $3,740-80.8% |
| Admin fee / account holder | $2,458 | $4,536-45.8% | $5,959-58.7% | $5,306-53.7% |