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 | $53,061 | $89,355-40.6% | $141,162-62.4% | $72,985-27.3% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.4pp | 69.5%+27.3pp |
| Annual return | 21.40% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $4,587 | $3,114+47.3% | $4,735-3.1% | $2,440+88.0% |
| Participant deferral / active EE | $1,504 | $5,418-72.2% | $6,709-77.6% | $3,607-58.3% |
| Admin fee / account holder | $5,271 | $5,958-11.5% | $10,261-48.6% | $5,124+2.9% |