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 | $57,929 | $109,359-47.0% | $162,163-64.3% | $72,985-20.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.96% | 25.46%-4.5pp | 115.59%-94.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,688 | $3,907-56.8% | $5,614-69.9% | $2,440-30.8% |
| Participant deferral / active EE | $1,435 | $5,481-73.8% | $7,298-80.3% | $3,607-60.2% |
| Admin fee / account holder | $2,291 | $7,972-71.3% | $10,843-78.9% | $5,124-55.3% |