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 | $33,528 | $72,277-53.6% | $101,248-66.9% | $79,858-58.0% |
| Participation rate | 90.3% | 68.5%+21.9pp | 75.8%+14.5pp | 69.6%+20.7pp |
| Annual return | 15.58% | 22.30%-6.7pp | 46.47%-30.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,013 | $2,692-25.2% | $3,660-45.0% | $2,471-18.5% |
| Participant deferral / active EE | $1,053 | $3,282-67.9% | $4,370-75.9% | $3,740-71.8% |
| Admin fee / account holder | $9,115 | $4,400+107.1% | $5,945+53.3% | $5,306+71.8% |