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 | $60,164 | $109,359-45.0% | $162,163-62.9% | $72,985-17.6% |
| Participation rate | 91.7% | 84.3%+7.4pp | 87.6%+4.1pp | 69.5%+22.2pp |
| Annual return | 19.68% | 25.46%-5.8pp | 115.59%-95.9pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,041 | $3,907-47.8% | $5,614-63.6% | $2,440-16.4% |
| Participant deferral / active EE | $2,250 | $5,481-58.9% | $7,298-69.2% | $3,607-37.6% |
| Admin fee / account holder | $1,441 | $7,972-81.9% | $10,843-86.7% | $5,124-71.9% |