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 | $31,769 | $72,277-56.0% | $101,248-68.6% | $79,858-60.2% |
| Participation rate | 75.4% | 68.5%+6.9pp | 75.8%-0.4pp | 69.6%+5.8pp |
| Annual return | 17.58% | 22.30%-4.7pp | 46.47%-28.9pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,796 | $2,692-33.3% | $3,660-50.9% | $2,471-27.3% |
| Participant deferral / active EE | $1,254 | $3,282-61.8% | $4,370-71.3% | $3,740-66.5% |
| Admin fee / account holder | $1,406 | $4,400-68.0% | $5,945-76.3% | $5,306-73.5% |