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 | $56,532 | $121,098-53.3% | $125,175-54.8% | - |
| Participation rate | 91.9% | 74.4%+17.6pp | 79.8%+12.1pp | - |
| Annual return | 17.82% | 15.50%+2.3pp | 43.79%-26.0pp | - |
| Employer contribution / active EE | $1,347 | $1,930-30.2% | $3,865-65.2% | - |
| Participant deferral / active EE | $2,356 | $3,481-32.3% | $4,937-52.3% | - |
| Admin fee / account holder | $6,313 | $16,883-62.6% | $9,702-34.9% | - |