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 6-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 | $32,462 | $109,881-70.5% | $150,045-78.4% | $84,808-61.7% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 18.84% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,828 | $3,561-48.7% | $4,693-61.1% | $2,631-30.5% |
| Participant deferral / active EE | $2,522 | $6,636-62.0% | $7,997-68.5% | $4,212-40.1% |
| Admin fee / account holder | $1,948 | $8,568-77.3% | $13,435-85.5% | $7,344-73.5% |