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 | $21,625 | $80,673-73.2% | $101,326-78.7% | $84,808-74.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 81.5%-1.5pp | 68.3%+11.7pp |
| Annual return | 18.25% | 38.95%-20.7pp | 36.82%-18.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,001 | $2,698-62.9% | $3,665-72.7% | $2,631-62.0% |
| Participant deferral / active EE | $1,546 | $6,840-77.4% | $7,994-80.7% | $4,212-63.3% |
| Admin fee / account holder | $2,076 | $12,784-83.8% | $11,185-81.4% | $7,344-71.7% |