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 | $38,473 | $86,929-55.7% | $102,423-62.4% | $80,856-52.4% |
| Participation rate | 86.5% | 72.4%+14.2pp | 76.5%+10.0pp | 67.6%+18.9pp |
| Annual return | 14.85% | 18.88%-4.0pp | 29.32%-14.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $986 | $2,369-58.4% | $3,023-67.4% | $2,755-64.2% |
| Participant deferral / active EE | $1,675 | $4,118-59.3% | $5,053-66.9% | $4,296-61.0% |
| Admin fee / account holder | $17,506 | $8,049+117.5% | $9,451+85.2% | $6,918+153.1% |