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 | $31,025 | $80,968-61.7% | $96,544-67.9% | $75,163-58.7% |
| Participation rate | 76.3% | 71.8%+4.5pp | 76.0%+0.4pp | 67.2%+9.1pp |
| Annual return | 15.17% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,091 | $2,282-52.2% | $2,965-63.2% | $2,670-59.1% |
| Participant deferral / active EE | $1,431 | $3,928-63.6% | $4,851-70.5% | $4,125-65.3% |
| Admin fee / account holder | $5,454 | $6,724-18.9% | $8,252-33.9% | $5,651-3.5% |