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 | $36,668 | $106,749-65.7% | $145,433-74.8% | $82,448-55.5% |
| Participation rate | 82.7% | 75.6%+7.1pp | 82.1%+0.6pp | 68.1%+14.6pp |
| Annual return | 16.57% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,552 | $3,444-54.9% | $4,554-65.9% | $2,551-39.2% |
| Participant deferral / active EE | $2,170 | $6,519-66.7% | $7,897-72.5% | $4,139-47.6% |
| Admin fee / account holder | $1,891 | $8,390-77.5% | $13,129-85.6% | $7,234-73.9% |