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 | $49,806 | $138,347-64.0% | $184,203-73.0% | $80,856-38.4% |
| Participation rate | 79.6% | 83.9%-4.2pp | 86.8%-7.2pp | 67.6%+12.0pp |
| Annual return | 12.81% | 20.02%-7.2pp | 28.81%-16.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,950 | $4,850-59.8% | $6,427-69.7% | $2,755-29.2% |
| Participant deferral / active EE | $2,833 | $7,071-59.9% | $9,131-69.0% | $4,296-34.1% |
| Admin fee / account holder | $6,137 | $10,483-41.5% | $13,901-55.9% | $6,918-11.3% |