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 | $29,702 | $76,367-61.1% | $93,606-68.3% | $72,985-59.3% |
| Participation rate | 94.4% | 71.7%+22.7pp | 75.8%+18.6pp | 69.5%+25.0pp |
| Annual return | 33.21% | 25.82%+7.4pp | 32.76%+0.4pp | 81.00%-47.8pp |
| Employer contribution / active EE | $1,366 | $2,275-40.0% | $2,718-49.8% | $2,440-44.0% |
| Participant deferral / active EE | $1,147 | $3,538-67.6% | $4,069-71.8% | $3,607-68.2% |
| Admin fee / account holder | $2,796 | $6,838-59.1% | $7,888-64.6% | $5,124-45.4% |