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 | $39,705 | $109,359-63.7% | $162,163-75.5% | $72,985-45.6% |
| Participation rate | 81.6% | 84.3%-2.7pp | 87.6%-6.0pp | 69.5%+12.1pp |
| Annual return | 24.81% | 25.46%-0.6pp | 115.59%-90.8pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,658 | $3,907-57.6% | $5,614-70.5% | $2,440-32.0% |
| Participant deferral / active EE | $2,510 | $5,481-54.2% | $7,298-65.6% | $3,607-30.4% |
| Admin fee / account holder | $20,702 | $7,972+159.7% | $10,843+90.9% | $5,124+304.0% |