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 | $51,188 | $123,793-58.7% | $177,821-71.2% | $79,858-35.9% |
| Participation rate | 75.6% | 84.7%-9.1pp | 87.7%-12.2pp | 69.6%+5.9pp |
| Annual return | 11.24% | 22.82%-11.6pp | 48.32%-37.1pp | 31.71%-20.5pp |
| Employer contribution / active EE | $2,318 | $4,095-43.4% | $5,918-60.8% | $2,471-6.2% |
| Participant deferral / active EE | $2,552 | $5,956-57.2% | $7,714-66.9% | $3,740-31.8% |
| Admin fee / account holder | $2,368 | $7,243-67.3% | $12,427-80.9% | $5,306-55.4% |