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 | $41,550 | $86,286-51.8% | $111,297-62.7% | $85,850-51.6% |
| Participation rate | 87.7% | 73.3%+14.3pp | 77.3%+10.3pp | 69.3%+18.3pp |
| Annual return | 13.89% | 19.99%-6.1pp | 54.65%-40.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,009 | $2,043-1.7% | $2,731-26.4% | $2,565-21.7% |
| Participant deferral / active EE | $1,426 | $3,641-60.8% | $4,487-68.2% | $3,952-63.9% |
| Admin fee / account holder | $2,511 | $8,188-69.3% | $7,964-68.5% | $6,260-59.9% |