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 | $27,161 | $65,365-58.4% | $92,893-70.8% | $72,985-62.8% |
| Participation rate | 74.5% | 68.3%+6.2pp | 76.0%-1.5pp | 69.5%+5.0pp |
| Annual return | 18.47% | 42.10%-23.6pp | 109.41%-90.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,298 | $2,594-11.4% | $3,653-37.1% | $2,440-5.8% |
| Participant deferral / active EE | $1,033 | $3,128-67.0% | $4,236-75.6% | $3,607-71.4% |
| Admin fee / account holder | $8,760 | $4,251+106.1% | $5,794+51.2% | $5,124+71.0% |