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 | $62,663 | $109,359-42.7% | $162,163-61.4% | $72,985-14.1% |
| Participation rate | 76.7% | 84.3%-7.6pp | 87.6%-10.9pp | 69.5%+7.2pp |
| Annual return | 19.63% | 25.46%-5.8pp | 115.59%-96.0pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,237 | $3,907-68.4% | $5,614-78.0% | $2,440-49.3% |
| Participant deferral / active EE | $2,545 | $5,481-53.6% | $7,298-65.1% | $3,607-29.5% |
| Admin fee / account holder | $3,330 | $7,972-58.2% | $10,843-69.3% | $5,124-35.0% |