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 | $43,161 | $65,376-34.0% | $87,100-50.4% | $65,185-33.8% |
| Participation rate | 74.1% | 75.3%-1.2pp | 76.9%-2.8pp | 70.2%+3.9pp |
| Annual return | 31.27% | 31.27%0pp | 28.19%+3.1pp | 29.38%+1.9pp |
| Employer contribution / active EE | $771 | $1,822-57.7% | $2,521-69.4% | $2,177-64.6% |
| Participant deferral / active EE | $1,482 | $3,388-56.3% | $4,049-63.4% | $3,514-57.8% |
| Admin fee / account holder | $2,590 | $520+398.4% | $7,497-65.4% | $847+205.8% |