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 | $72,889 | $81,460-10.5% | $103,333-29.5% | $80,856-9.9% |
| Participation rate | 91.2% | 66.8%+24.3pp | 74.5%+16.7pp | 67.6%+23.5pp |
| Annual return | 16.33% | 25.55%-9.2pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,912 | $3,105-38.4% | $3,868-50.6% | $2,755-30.6% |
| Participant deferral / active EE | $1,160 | $3,869-70.0% | $5,057-77.1% | $4,296-73.0% |
| Admin fee / account holder | $18,629 | $6,566+183.7% | $8,355+123.0% | $6,918+169.3% |