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 | $34,648 | $85,766-59.6% | $136,294-74.6% | $70,131-50.6% |
| Participation rate | 97.5% | 74.2%+23.3pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 18.49% | 31.45%-13.0pp | 5155.94%-5137.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,380 | $2,966-19.7% | $4,695-49.3% | $2,342+1.6% |
| Participant deferral / active EE | $1,485 | $5,051-70.6% | $6,247-76.2% | $3,332-55.4% |
| Admin fee / account holder | $18,226 | $5,420+236.2% | $9,243+97.2% | $4,645+292.3% |