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 | $39,542 | $86,929-54.5% | $102,423-61.4% | $80,856-51.1% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.6%+30.3pp |
| Annual return | 14.73% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,782 | $2,369-24.8% | $3,023-41.1% | $2,755-35.3% |
| Participant deferral / active EE | $1,828 | $4,118-55.6% | $5,053-63.8% | $4,296-57.5% |
| Admin fee / account holder | $4,022 | $8,049-50.0% | $9,451-57.4% | $6,918-41.9% |