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 | $35,504 | $56,277-36.9% | $80,975-56.2% | $62,891-43.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 13.92% | 22.12%-8.2pp | 17.10%-3.2pp | 20.14%-6.2pp |
| Employer contribution / active EE | $1,108 | $1,943-43.0% | $3,714-70.2% | $2,281-51.4% |
| Participant deferral / active EE | $1,311 | $4,195-68.7% | $5,696-77.0% | $3,203-59.1% |
| Admin fee / account holder | $416 | $3,741-88.9% | $5,516-92.5% | $4,296-90.3% |