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 | $50,984 | $138,347-63.1% | $184,203-72.3% | $80,856-36.9% |
| Participation rate | 97.7% | 83.9%+13.8pp | 86.8%+10.9pp | 67.6%+30.0pp |
| Annual return | 11.67% | 20.02%-8.3pp | 28.81%-17.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,490 | $4,850-28.1% | $6,427-45.7% | $2,755+26.7% |
| Participant deferral / active EE | $2,713 | $7,071-61.6% | $9,131-70.3% | $4,296-36.8% |
| Admin fee / account holder | $2,289 | $10,483-78.2% | $13,901-83.5% | $6,918-66.9% |