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 | $38,724 | $89,355-56.7% | $141,162-72.6% | $72,985-46.9% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 22.52% | 111.85%-89.3pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,554 | $3,114-50.1% | $4,735-67.2% | $2,440-36.3% |
| Participant deferral / active EE | $1,748 | $5,418-67.7% | $6,709-74.0% | $3,607-51.6% |
| Admin fee / account holder | $4,451 | $5,958-25.3% | $10,261-56.6% | $5,124-13.1% |