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 | $30,487 | $83,477-63.5% | $125,175-75.6% | $72,985-58.2% |
| Participation rate | 71.2% | 73.3%-2.1pp | 79.8%-8.6pp | 69.5%+1.7pp |
| Annual return | 19.00% | 25.78%-6.8pp | 43.79%-24.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,716 | $2,345-26.8% | $3,865-55.6% | $2,440-29.7% |
| Participant deferral / active EE | $1,329 | $3,585-62.9% | $4,937-73.1% | $3,607-63.2% |
| Admin fee / account holder | $3,303 | $5,517-40.1% | $9,702-66.0% | $5,124-35.6% |