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 | $42,904 | $109,359-60.8% | $162,163-73.5% | $72,985-41.2% |
| Participation rate | 84.1% | 84.3%-0.1pp | 87.6%-3.4pp | 69.5%+14.6pp |
| Annual return | 26.85% | 25.46%+1.4pp | 115.59%-88.7pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,268 | $3,907-67.6% | $5,614-77.4% | $2,440-48.0% |
| Participant deferral / active EE | $2,541 | $5,481-53.6% | $7,298-65.2% | $3,607-29.6% |
| Admin fee / account holder | $1,376 | $7,972-82.7% | $10,843-87.3% | $5,124-73.1% |