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 | $49,918 | $95,803-47.9% | $113,168-55.9% | $84,808-41.1% |
| Participation rate | 95.8% | 72.9%+23.0pp | 76.6%+19.3pp | 68.3%+27.5pp |
| Annual return | 15.35% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,838 | $2,360-22.1% | $2,975-38.2% | $2,631-30.2% |
| Participant deferral / active EE | $1,785 | $4,242-57.9% | $5,107-65.1% | $4,212-57.6% |
| Admin fee / account holder | $2,294 | $8,989-74.5% | $12,068-81.0% | $7,344-68.8% |