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 | $41,121 | $95,453-56.9% | $112,040-63.3% | $82,448-50.1% |
| Participation rate | 93.9% | 72.8%+21.2pp | 76.5%+17.4pp | 68.1%+25.9pp |
| Annual return | 13.70% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $748 | $2,318-67.7% | $2,954-74.7% | $2,551-70.7% |
| Participant deferral / active EE | $1,750 | $4,224-58.6% | $5,098-65.7% | $4,139-57.7% |
| Admin fee / account holder | $2,166 | $9,013-76.0% | $12,098-82.1% | $7,234-70.1% |