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 | $23,543 | $85,766-72.5% | $136,294-82.7% | $70,131-66.4% |
| Participation rate | 88.6% | 74.2%+14.4pp | 81.9%+6.7pp | 69.5%+19.0pp |
| Annual return | 14.33% | 31.45%-17.1pp | 5155.94%-5141.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,715 | $2,966-42.2% | $4,695-63.5% | $2,342-26.8% |
| Participant deferral / active EE | $1,846 | $5,051-63.4% | $6,247-70.4% | $3,332-44.6% |
| Admin fee / account holder | $3,450 | $5,420-36.3% | $9,243-62.7% | $4,645-25.7% |