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 | $53,869 | $100,041-46.2% | $149,718-64.0% | $70,131-23.2% |
| Participation rate | 77.4% | 83.6%-6.2pp | 87.1%-9.6pp | 69.5%+7.9pp |
| Annual return | 13.35% | 27.43%-14.1pp | 1501.63%-1488.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,367 | $3,662-62.7% | $5,445-74.9% | $2,342-41.7% |
| Participant deferral / active EE | $1,994 | $4,983-60.0% | $6,569-69.6% | $3,332-40.1% |
| Admin fee / account holder | $4,542 | $8,286-45.2% | $11,283-59.7% | $4,645-2.2% |