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 | $60,093 | $138,347-56.6% | $184,203-67.4% | $80,856-25.7% |
| Participation rate | 93.9% | 83.9%+10.0pp | 86.8%+7.1pp | 67.6%+26.2pp |
| Annual return | 16.56% | 20.02%-3.5pp | 28.81%-12.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,175 | $4,850-55.2% | $6,427-66.2% | $2,755-21.0% |
| Participant deferral / active EE | $2,840 | $7,071-59.8% | $9,131-68.9% | $4,296-33.9% |
| Admin fee / account holder | $4,748 | $10,483-54.7% | $13,901-65.8% | $6,918-31.4% |