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 | $46,287 | $153,772-69.9% | $133,980-65.5% | $273,961-83.1% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 4.26% | 36.51%-32.3pp | 29.30%-25.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,456 | $6,029-75.9% | $5,211-72.1% | $4,869-70.1% |
| Participant deferral / active EE | $2,345 | $6,958-66.3% | $6,282-62.7% | $5,287-55.6% |
| Admin fee / account holder | $3,397 | $11,765-71.1% | $9,324-63.6% | $10,132-66.5% |