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 | $40,454 | $81,460-50.3% | $103,333-60.9% | $80,856-50.0% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 12.62% | 25.55%-12.9pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,650 | $3,105-14.7% | $3,868-31.5% | $2,755-3.8% |
| Participant deferral / active EE | $298 | $3,869-92.3% | $5,057-94.1% | $4,296-93.1% |
| Admin fee / account holder | $797 | $6,566-87.9% | $8,355-90.5% | $6,918-88.5% |