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 | $37,582 | $85,766-56.2% | $136,294-72.4% | $70,131-46.4% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 33.43% | 31.45%+2.0pp | 5155.94%-5122.5pp | 73.14%-39.7pp |
| Employer contribution / active EE | $1,204 | $2,966-59.4% | $4,695-74.4% | $2,342-48.6% |
| Participant deferral / active EE | $2,093 | $5,051-58.6% | $6,247-66.5% | $3,332-37.2% |
| Admin fee / account holder | $3,079 | $5,420-43.2% | $9,243-66.7% | $4,645-33.7% |