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 | $36,417 | $112,096-67.5% | $95,952-62.0% | $158,922-77.1% |
| Participation rate | 73.9% | 79.0%-5.1pp | 77.1%-3.2pp | 82.0%-8.0pp |
| Annual return | 16.47% | 171.09%-154.6pp | 91.61%-75.1pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,075 | $3,198-66.4% | $2,541-57.7% | $4,761-77.4% |
| Participant deferral / active EE | $1,482 | $4,784-69.0% | $4,167-64.4% | $5,982-75.2% |
| Admin fee / account holder | $1,398 | $10,130-86.2% | $6,795-79.4% | $11,246-87.6% |