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 | $43,309 | $65,365-33.7% | $92,893-53.4% | $72,985-40.7% |
| Participation rate | 89.7% | 68.3%+21.4pp | 76.0%+13.7pp | 69.5%+20.2pp |
| Annual return | 19.86% | 42.10%-22.2pp | 109.41%-89.6pp | 81.00%-61.1pp |
| Employer contribution / active EE | $4,161 | $2,594+60.4% | $3,653+13.9% | $2,440+70.6% |
| Participant deferral / active EE | $1,204 | $3,128-61.5% | $4,236-71.6% | $3,607-66.6% |
| Admin fee / account holder | $3,294 | $4,251-22.5% | $5,794-43.2% | $5,124-35.7% |