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 | $55,910 | $109,359-48.9% | $162,163-65.5% | $72,985-23.4% |
| Participation rate | 70.3% | 84.3%-14.0pp | 87.6%-17.3pp | 69.5%+0.8pp |
| Annual return | 19.21% | 25.46%-6.3pp | 115.59%-96.4pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,366 | $3,907-65.1% | $5,614-75.7% | $2,440-44.0% |
| Participant deferral / active EE | $1,652 | $5,481-69.9% | $7,298-77.4% | $3,607-54.2% |
| Admin fee / account holder | $2,746 | $7,972-65.6% | $10,843-74.7% | $5,124-46.4% |