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 | $35,983 | $112,729-68.1% | $98,716-63.5% | $137,256-73.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 11.17% | 38.48%-27.3pp | 31.81%-20.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $996 | $2,725-63.5% | $2,279-56.3% | $4,156-76.0% |
| Participant deferral / active EE | $977 | $4,640-78.9% | $4,048-75.9% | $6,407-84.7% |
| Admin fee / account holder | $29,913 | $10,129+195.3% | $8,703+243.7% | $12,270+143.8% |