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 | $41,342 | $86,286-52.1% | $111,297-62.9% | $85,850-51.8% |
| Participation rate | 74.2% | 73.3%+0.9pp | 77.3%-3.1pp | 69.3%+4.9pp |
| Annual return | 17.33% | 19.99%-2.7pp | 54.65%-37.3pp | 318.53%-301.2pp |
| Employer contribution / active EE | $726 | $2,043-64.5% | $2,731-73.4% | $2,565-71.7% |
| Participant deferral / active EE | $1,489 | $3,641-59.1% | $4,487-66.8% | $3,952-62.3% |
| Admin fee / account holder | $1,411 | $8,188-82.8% | $7,964-82.3% | $6,260-77.5% |