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 | $30,588 | $93,571-67.3% | $135,903-77.5% | $75,163-59.3% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 15.76% | 30.90%-15.1pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,400 | $3,537-60.4% | $4,856-71.2% | $2,670-47.6% |
| Participant deferral / active EE | $1,959 | $6,404-69.4% | $7,758-74.7% | $4,125-52.5% |
| Admin fee / account holder | $741 | $6,975-89.4% | $10,762-93.1% | $5,651-86.9% |