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 | $53,695 | $109,881-51.1% | $150,045-64.2% | $84,808-36.7% |
| Participation rate | 75.5% | 76.1%-0.6pp | 82.3%-6.9pp | 68.3%+7.2pp |
| Annual return | 15.18% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,671 | $3,561-53.1% | $4,693-64.4% | $2,631-36.5% |
| Participant deferral / active EE | $2,039 | $6,636-69.3% | $7,997-74.5% | $4,212-51.6% |
| Admin fee / account holder | $11,715 | $8,568+36.7% | $13,435-12.8% | $7,344+59.5% |