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 | $42,237 | $79,944-47.2% | $98,439-57.1% | $75,163-43.8% |
| Participation rate | 78.7% | 70.4%+8.4pp | 75.2%+3.6pp | 67.2%+11.5pp |
| Annual return | 13.98% | 19.75%-5.8pp | 21.16%-7.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,438 | $2,264-36.5% | $3,048-52.8% | $2,670-46.1% |
| Participant deferral / active EE | $1,320 | $3,752-64.8% | $4,738-72.1% | $4,125-68.0% |
| Admin fee / account holder | $3,503 | $6,840-48.8% | $8,948-60.9% | $5,651-38.0% |