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 | $49,004 | $56,277-12.9% | $80,975-39.5% | $62,891-22.1% |
| Participation rate | 73.0% | 69.0%+4.0pp | 75.8%-2.8pp | 69.3%+3.7pp |
| Annual return | 6.89% | 22.12%-15.2pp | 17.10%-10.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $428 | $1,943-78.0% | $3,714-88.5% | $2,281-81.2% |
| Participant deferral / active EE | $1,632 | $4,195-61.1% | $5,696-71.4% | $3,203-49.1% |
| Admin fee / account holder | $1,427 | $3,741-61.8% | $5,516-74.1% | $4,296-66.8% |