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 | $47,012 | $98,750-52.4% | $149,696-68.6% | $79,858-41.1% |
| Participation rate | 81.6% | 75.8%+5.9pp | 82.5%-0.8pp | 69.6%+12.0pp |
| Annual return | 13.93% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,377 | $5,680-75.8% | $6,842-79.9% | $3,740-63.2% |
| Admin fee / account holder | $6,972 | $6,053+15.2% | $9,309-25.1% | $5,306+31.4% |