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 | $50,093 | $93,571-46.5% | $135,903-63.1% | $75,163-33.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 15.36% | 30.90%-15.5pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,282 | $3,537-63.8% | $4,856-73.6% | $2,670-52.0% |
| Participant deferral / active EE | $2,297 | $6,404-64.1% | $7,758-70.4% | $4,125-44.3% |
| Admin fee / account holder | $3,865 | $6,975-44.6% | $10,762-64.1% | $5,651-31.6% |