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 | $68,802 | $100,041-31.2% | $149,718-54.0% | $70,131-1.9% |
| Participation rate | 76.7% | 83.6%-6.9pp | 87.1%-10.4pp | 69.5%+7.1pp |
| Annual return | 18.38% | 27.43%-9.0pp | 1501.63%-1483.2pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,228 | $3,662-66.5% | $5,445-77.5% | $2,342-47.6% |
| Participant deferral / active EE | $2,142 | $4,983-57.0% | $6,569-67.4% | $3,332-35.7% |
| Admin fee / account holder | $4,183 | $8,286-49.5% | $11,283-62.9% | $4,645-10.0% |