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 | $42,559 | $157,256-72.9% | $141,162-69.9% | $152,861-72.2% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 30.86% | 64.32%-33.5pp | 71.39%-40.5pp | 345.32%-314.5pp |
| Employer contribution / active EE | $1,372 | $5,261-73.9% | $4,735-71.0% | $4,762-71.2% |
| Participant deferral / active EE | $1,291 | $7,109-81.8% | $6,709-80.8% | $5,850-77.9% |
| Admin fee / account holder | $29,069 | $12,120+139.8% | $10,261+183.3% | $11,596+150.7% |