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 | $50,399 | $101,724-50.5% | $164,813-69.4% | $80,856-37.7% |
| Participation rate | 73.1% | 71.8%+1.2pp | 78.6%-5.5pp | 67.6%+5.4pp |
| Annual return | 12.30% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,164 | $2,953-60.6% | $4,341-73.2% | $2,755-57.8% |
| Participant deferral / active EE | $1,533 | $4,477-65.8% | $6,031-74.6% | $4,296-64.3% |
| Admin fee / account holder | $4,320 | $8,227-47.5% | $12,690-66.0% | $6,918-37.6% |