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 | $62,209 | $176,812-64.8% | $146,665-57.6% | $167,490-62.9% |
| Participation rate | 73.9% | 83.6%-9.7pp | 80.1%-6.2pp | 82.1%-8.2pp |
| Annual return | 13.00% | 24.03%-11.0pp | 22.74%-9.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,119 | $5,160-78.3% | $4,136-72.9% | $4,837-76.9% |
| Participant deferral / active EE | $1,343 | $6,440-79.1% | $5,506-75.6% | $6,341-78.8% |
| Admin fee / account holder | $28,137 | $13,259+112.2% | $10,280+173.7% | $12,309+128.6% |