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 | $47,990 | $109,881-56.3% | $150,045-68.0% | $84,808-43.4% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 17.02% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,561 | $3,561-56.2% | $4,693-66.7% | $2,631-40.7% |
| Participant deferral / active EE | $2,092 | $6,636-68.5% | $7,997-73.8% | $4,212-50.3% |
| Admin fee / account holder | $674 | $8,568-92.1% | $13,435-95.0% | $7,344-90.8% |