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 | $41,827 | $81,460-48.7% | $103,333-59.5% | $80,856-48.3% |
| Participation rate | 75.8% | 66.8%+8.9pp | 74.5%+1.2pp | 67.6%+8.1pp |
| Annual return | 11.82% | 25.55%-13.7pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $4,756 | $3,105+53.2% | $3,868+23.0% | $2,755+72.6% |
| Participant deferral / active EE | $1,335 | $3,869-65.5% | $5,057-73.6% | $4,296-68.9% |
| Admin fee / account holder | $3,680 | $6,566-44.0% | $8,355-56.0% | $6,918-46.8% |