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 | $44,228 | $89,355-50.5% | $141,162-68.7% | $72,985-39.4% |
| Participation rate | 85.0% | 75.1%+9.9pp | 82.5%+2.5pp | 69.5%+15.5pp |
| Annual return | 22.77% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,084 | $3,114-33.1% | $4,735-56.0% | $2,440-14.6% |
| Participant deferral / active EE | $2,151 | $5,418-60.3% | $6,709-67.9% | $3,607-40.4% |
| Admin fee / account holder | $4,210 | $5,958-29.3% | $10,261-59.0% | $5,124-17.8% |