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 | $77,960 | $91,552-14.8% | $133,956-41.8% | $79,858-2.4% |
| Participation rate | 94.0% | 73.3%+20.7pp | 79.8%+14.2pp | 69.6%+24.4pp |
| Annual return | 11.36% | 61.85%-50.5pp | 45.09%-33.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $606 | $2,384-74.6% | $3,919-84.5% | $2,471-75.5% |
| Participant deferral / active EE | $1,175 | $3,733-68.5% | $5,048-76.7% | $3,740-68.6% |
| Admin fee / account holder | $2,453 | $6,321-61.2% | $8,927-72.5% | $5,306-53.8% |