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 8-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 | $37,774 | $86,922-56.5% | $102,438-63.1% | $80,874-53.3% |
| Participation rate | 73.1% | 72.4%+0.7pp | 76.5%-3.4pp | 67.6%+5.4pp |
| Annual return | 10.92% | 18.90%-8.0pp | 29.37%-18.5pp | 35.62%-24.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,398 | $4,119-66.1% | $5,054-72.3% | $4,297-67.5% |
| Admin fee / account holder | $9,393 | $8,050+16.7% | $9,448-0.6% | $6,935+35.4% |