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 | $26,166 | $91,190-71.3% | $178,490-85.3% | $79,858-67.2% |
| Participation rate | 72.7% | 69.2%+3.5pp | 81.9%-9.2pp | 69.6%+3.1pp |
| Annual return | 16.97% | 24.19%-7.2pp | 151.07%-134.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,516 | $3,256-53.4% | $5,011-69.7% | $2,471-38.7% |
| Participant deferral / active EE | $266 | $3,236-91.8% | $5,202-94.9% | $3,740-92.9% |
| Admin fee / account holder | $2,330 | $6,751-65.5% | $13,984-83.3% | $5,306-56.1% |