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 | $69,833 | $148,978-53.1% | $200,582-65.2% | $84,808-17.7% |
| Participation rate | 80.8% | 84.2%-3.5pp | 86.9%-6.1pp | 68.3%+12.5pp |
| Annual return | 17.47% | 28.16%-10.7pp | 42.33%-24.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,950 | $4,815-59.5% | $6,419-69.6% | $2,631-25.9% |
| Participant deferral / active EE | $1,967 | $7,142-72.5% | $9,331-78.9% | $4,212-53.3% |
| Admin fee / account holder | $13,265 | $13,977-5.1% | $16,305-18.6% | $7,344+80.6% |