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 | $56,446 | $83,477-32.4% | $125,175-54.9% | $72,985-22.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.39% | 25.78%-7.4pp | 43.79%-25.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,546 | $2,345-34.1% | $3,865-60.0% | $2,440-36.7% |
| Participant deferral / active EE | $1,562 | $3,585-56.4% | $4,937-68.4% | $3,607-56.7% |
| Admin fee / account holder | $2,334 | $5,517-57.7% | $9,702-75.9% | $5,124-54.4% |