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 | $50,245 | $106,749-52.9% | $145,433-65.5% | $82,448-39.1% |
| Participation rate | 90.5% | 75.6%+14.8pp | 82.1%+8.4pp | 68.1%+22.4pp |
| Annual return | 17.37% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,011 | $3,444-70.7% | $4,554-77.8% | $2,551-60.4% |
| Participant deferral / active EE | $2,255 | $6,519-65.4% | $7,897-71.5% | $4,139-45.5% |
| Admin fee / account holder | $8,116 | $8,390-3.3% | $13,129-38.2% | $7,234+12.2% |