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 | $41,570 | $112,096-62.9% | $95,952-56.7% | $158,922-73.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 13.05% | 171.09%-158.0pp | 91.61%-78.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,383 | $3,198-56.8% | $2,541-45.6% | $4,761-71.0% |
| Participant deferral / active EE | $653 | $4,784-86.4% | $4,167-84.3% | $5,982-89.1% |
| Admin fee / account holder | $2,069 | $10,130-79.6% | $6,795-69.6% | $11,246-81.6% |