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 | $29,279 | $72,277-59.5% | $101,248-71.1% | $79,858-63.3% |
| Participation rate | 81.8% | 68.5%+13.4pp | 75.8%+6.0pp | 69.6%+12.2pp |
| Annual return | 12.36% | 22.30%-9.9pp | 46.47%-34.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,280 | $2,692-15.3% | $3,660-37.7% | $2,471-7.7% |
| Participant deferral / active EE | $1,088 | $3,282-66.8% | $4,370-75.1% | $3,740-70.9% |
| Admin fee / account holder | $5,486 | $4,400+24.7% | $5,945-7.7% | $5,306+3.4% |