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 | $47,351 | $80,717-41.3% | $154,803-69.4% | $84,808-44.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.97% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,482 | $2,761-46.3% | $4,305-65.6% | $2,631-43.7% |
| Participant deferral / active EE | $328 | $3,303-90.1% | $5,540-94.1% | $4,212-92.2% |
| Admin fee / account holder | $2,330 | $6,746-65.5% | $14,329-83.7% | $7,344-68.3% |