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 | $44,631 | $127,065-64.9% | $113,168-60.6% | $142,382-68.7% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 10.51% | 24.03%-13.5pp | 24.27%-13.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,105 | $3,442-38.8% | $2,975-29.2% | $4,299-51.0% |
| Participant deferral / active EE | $1,358 | $5,716-76.2% | $5,107-73.4% | $6,507-79.1% |
| Admin fee / account holder | $3,772 | $15,736-76.0% | $12,068-68.7% | $12,624-70.1% |