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 | $112,362 | $64,348+74.6% | $90,160+24.6% | $70,131+60.2% |
| Participation rate | 88.7% | 70.4%+18.2pp | 76.9%+11.8pp | 69.5%+19.1pp |
| Annual return | 16.15% | 28.13%-12.0pp | 34.88%-18.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,714 | $4,389-60.9% | $5,288-67.6% | $3,332-48.5% |
| Admin fee / account holder | $2,084 | $3,944-47.2% | $5,943-64.9% | $4,645-55.1% |