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 | $42,942 | $72,492-40.8% | $87,100-50.7% | $72,985-41.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.62% | 24.46%-5.8pp | 28.19%-9.6pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,255 | $1,894-33.7% | $2,521-50.2% | $2,440-48.5% |
| Participant deferral / active EE | $1,193 | $3,270-63.5% | $4,049-70.5% | $3,607-66.9% |
| Admin fee / account holder | $3,871 | $5,055-23.4% | $7,497-48.4% | $5,124-24.5% |