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 | $49,844 | $125,758-60.4% | $169,993-70.7% | $75,163-33.7% |
| Participation rate | 70.9% | 83.6%-12.7pp | 87.0%-16.1pp | 67.2%+3.7pp |
| Annual return | 13.95% | 27.20%-13.3pp | 53.37%-39.4pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,521 | $4,615-67.0% | $6,785-77.6% | $2,670-43.0% |
| Participant deferral / active EE | $2,156 | $6,837-68.5% | $10,408-79.3% | $4,125-47.7% |
| Admin fee / account holder | $2,433 | $8,173-70.2% | $12,815-81.0% | $5,651-56.9% |