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 | $49,260 | $86,929-43.3% | $102,423-51.9% | $80,856-39.1% |
| Participation rate | 76.7% | 72.4%+4.3pp | 76.5%+0.2pp | 67.6%+9.0pp |
| Annual return | 14.18% | 18.88%-4.7pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,658 | $2,369-30.0% | $3,023-45.2% | $2,755-39.8% |
| Participant deferral / active EE | $1,302 | $4,118-68.4% | $5,053-74.2% | $4,296-69.7% |
| Admin fee / account holder | $2,931 | $8,049-63.6% | $9,451-69.0% | $6,918-57.6% |