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 | $17,188 | $51,175-66.4% | $70,515-75.6% | $75,163-77.1% |
| Participation rate | 74.5% | 60.9%+13.5pp | 68.3%+6.1pp | 67.2%+7.3pp |
| Annual return | 16.24% | 30.02%-13.8pp | 32.77%-16.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,025 | $1,826-43.9% | $2,973-65.5% | $2,670-61.6% |
| Participant deferral / active EE | $730 | $2,849-74.4% | $4,567-84.0% | $4,125-82.3% |
| Admin fee / account holder | $3,108 | $4,091-24.0% | $6,412-51.5% | $5,651-45.0% |