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 | $52,030 | $93,571-44.4% | $135,903-61.7% | $75,163-30.8% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 18.03% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,187 | $3,537-66.4% | $4,856-75.6% | $2,670-55.5% |
| Participant deferral / active EE | $2,202 | $6,404-65.6% | $7,758-71.6% | $4,125-46.6% |
| Admin fee / account holder | $1,760 | $6,975-74.8% | $10,762-83.6% | $5,651-68.9% |