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 | $46,292 | $68,346-32.3% | $94,646-51.1% | $75,163-38.4% |
| Participation rate | 84.8% | 76.1%+8.7pp | 80.8%+4.0pp | 67.2%+17.6pp |
| Annual return | 15.92% | 616.93%-601.0pp | 156.71%-140.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,017 | $2,701-62.4% | $3,672-72.3% | $2,670-61.9% |
| Participant deferral / active EE | $2,779 | $6,537-57.5% | $7,418-62.5% | $4,125-32.6% |
| Admin fee / account holder | $2,832 | $5,326-46.8% | $7,231-60.8% | $5,651-49.9% |