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 | $27,604 | $56,053-50.8% | $75,972-63.7% | $80,856-65.9% |
| Participation rate | 70.7% | 62.0%+8.7pp | 69.1%+1.7pp | 67.6%+3.1pp |
| Annual return | 14.65% | 20.53%-5.9pp | 359.55%-344.9pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,052 | $1,874-43.9% | $2,685-60.8% | $2,755-61.8% |
| Participant deferral / active EE | $698 | $3,052-77.1% | $4,255-83.6% | $4,296-83.8% |
| Admin fee / account holder | $1,091 | $5,234-79.2% | $6,467-83.1% | $6,918-84.2% |